CMG CAPITAL MANAGEMENT GROUP, INC.
Adviser information for CMG CAPITAL MANAGEMENT GROUP, INC. last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 5 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 19 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 807 | $176.8M |
| Non-Discretionary | 603 | $28.4M |
| Total | 1,410 | $205.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 221 | $54.9M |
| HNW Individuals | 259 | $147.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $2.4M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Publication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMSubscription fees |
Principal Office
10 VALLEY STREAM PARKWAYSUITE 202
MALVERN
PA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 610-989-9090, Fax: 610-989-9092
Chief Compliance Officer
STEPHEN BLUMENTHAL
CHIEF EXECUTIVE OFFICER
10 VALLEY STREAM PARKWAY
SUITE 202
MALVERN
PA
United States
Tel:
610-989-9090
Fax:
610-989-9092
S****@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BLUMENTHAL, STEPHEN, BRUCE | Individual | – | CEO / CHIEF COMPLIANCE OFFICER | 06/1994 | > 75% |
| BLUMENTHAL, SUSAN, BARR | Individual | – | OWNER | 12/2014 | 5-10% |
| RIGGS, RORY, BALFOUR | Individual | – | OWNER | 10/2018 | 10-25% |