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CPA GROUP INVESTMENT MANAGEMENT, LLC
CRD 114383 · SEC 801-60572
501 WEST 19TH STREET, PANAMA CITY, FL, 32405, United States
Phone
850-769-9491
Fax
850-785-9590
Registration
— (—)
Source
State registered
Total AUM
$41.0M
Discretionary AUM
$38.7M
Team
2 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $7.7M |
| High net worth individuals | 8 | $24.3M |
All web addresses on file
Official SEC filing: View on IAPD