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CMG FINANCIAL CONSULTING
CMG FINANCIAL CONSULTING, LLC
CRD 288359 · SEC 801-131413
AZ, United States
Phone
(877) 695-8004
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.6M
Discretionary AUM
$148.7M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $18.7M |
| High net worth individuals | 44 | $130.0M |
| Pension/profit sharing plans | 2 | $950K |
States served
AZ, CA, IL, LA, NY, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD