Stephen Blumenthal, financial advisor King Of Prussia PA
93 score

Stephen Blumenthal

CRD Number: 1264632
Current Firm: Cmg Capital Management Group, Inc.

Stephen Blumenthal (CRD# 1264632) is an Investment Advisor Representative working at Cmg Capital Management Group, Inc. in King Of Prussia, PA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Cmg All Seasons Advisors, LLC Radnor, PA May 2004 - Current 12
Aquarius Fund Distributors Inc. Omaha, NE Nov 2003 - Current 13
Cmg Capital Management Group Formerly Capital Growth Management Radnor, PA May 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Dec 1992
Contact Info for Stephen B. Blumenthal
Phone Number: 610-989-9090
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    301
    MILLIONS
  • Total Number of Accounts
    2,433
    ACCOUNTS
  • Average Account Value
    $123,603
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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