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CAM INVESTOR SOLUTIONS
M & A CONSULTING GROUP, LLC
CRD 286078 · SEC 801-108801
623 W 38TH STREET, SUITE 320, AUSTIN, TX, 78705, United States
Phone
720-575-7775
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.4M
Discretionary AUM
$155.4M
Team
3 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $5.4M |
| High net worth individuals | 102 | $146.1M |
| Pension/profit sharing plans | 5 | $3.9M |
States served
AZ, CA, CO, GA, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD