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CONSOLIDATED FINANCIAL
CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC
CRD 119695 · SEC 801-112968
5850 VENTURE DRIVE, SUITE A, DUBLIN, OH, 43017, United States
Phone
614-932-0000
Fax
614-932-0199
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$588.7M
Discretionary AUM
$245.3M
Team
6 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 583 | $80.5M |
| High net worth individuals | 112 | $164.8M |
| Pension/profit sharing plans | 65 | $343.5M |
States served
OH, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD