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COMMUNITY FINANCIAL GROUP, INC.
CRD 129472 · SEC 801-62776
201 BOSTON POST ROAD WEST, SUITE 406, MARLBOROUGH, MA, 01752, United States
Phone
508-251-2716
Fax
978-246-0060
Registration
— (—)
Source
State registered
Total AUM
$92.9M
Discretionary AUM
$92.9M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $35.2M |
| High net worth individuals | 21 | $54.7M |
All web addresses on file
Official SEC filing: View on IAPD