Capital Management Group, Inc.
Capital Management Group, Inc. (CRD# 109898) is a financial advisory firm headquartered in Wheaton, IL. They manage $53,965,610 in 165 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management54MILLION
Total Number of Accounts165ACCOUNTS
Average Account Value$327,064
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Michael Green (CRD# 2567882) is an Investment Advisor Representative working at Capital Management Group, Inc. in Saint Charles, IL and has over 23 years of experience in the finance industry. Michael Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brian Green (CRD# 4362767) is an Investment Advisor Representative working at Capital Management Group, Inc. in Saint Charles, IL and has over 17 years of experience in the finance industry.