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Plano, Texas
Under $1 billion AUM
1 office

CMG Wealth Management is based in Plano, Texas and has under $1 billion in assets under management.

Location
2500 Dallas Parkway, Suite 400
Plano, TX 75093
Contact
Phone: 469-729-7183
AUM Share
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Under $1 billion
Assets under management
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3
Employees
3
Investment analysts
100% of total employees
AUM per employee Share
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Under $1 billion
Assets under management
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Compensation

CMG Wealth Management makes money through the following ways:

  • Percentage of AUM
Services offered

CMG Wealth Management provides the following services:

  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 307,513
SEC number 801-118163
Legal structure Limited Liability Company
Legal governance Texas, United States
Latest ADV filing date February 03, 2020

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