CMG Financial Consulting

Company Description (LinkedIn): Independent Financial Advice for the Next Generation

• ⏳ Active Since:
• 📍 Location: Greater Phoenix Area
• 🔢 Employee Count:
• 👥 Followers:

From WCI application:

• Services Offered: Services: Financial planning, investment management, student loan management
• View full WCI application 🔗

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 53
• 🧾 Number of accounts: 237
• 🛍 Average Account Size: $222,168

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.cmgfin.com