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CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351 · SEC 801-135897
9840 WESTPOINT DRIVE, SUITE 150, INDIANAPOLIS, IN, 46256, United States
Phone
317-841-7959
Fax
317-579-2440
Registration
— (—)
Source
State registered
Total AUM
$110.2M
Discretionary AUM
$110.2M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $6.8M |
| High net worth individuals | 41 | $73.3M |
| Charitable organizations | 3 | $25.2M |
| Corporations/business entities | 1 | $4.8M |
All web addresses on file
Official SEC filing: View on IAPD