Community Financial Group, Inc.
Community Financial Group, Inc. (CRD# 129472) is a financial advisory firm headquartered in Marlborough, MA. They manage $76,145,038 in 167 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Community Financial Group, Inc.
By the Numbers
-
Total Assets Under Management76MILLION
-
Total Number of Accounts167ACCOUNTS
-
Average Account Value$455,958
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, TX
Financial Advisors at Community Financial Group, Inc.
1
Paul Travis (CRD# 2791056) is an Investment Advisor Representative working at Community Financial Group, Inc. in Marlborough, MA and has over 27 years of experience in the finance industry.
2
Richard Wilson (CRD# 4727467) is an Investment Advisor Representative working at Community Financial Group, Inc. in Conroe, TX and has over 20 years of experience in the finance industry.
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