Capital Management Group, Inc.
Capital Management Group, Inc. (CRD# 109898) is a financial advisory firm headquartered in Wheaton, IL. They manage $59,566,666 in 227 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Capital Management Group, Inc.
By the Numbers
-
Total Assets Under Management60MILLION
-
Total Number of Accounts227ACCOUNTS
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Average Account Value$262,408
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Capital Management Group, Inc.
1
Brian Green (CRD# 4362767) 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.
2
Michael Green (CRD# 2567882) is an Investment Advisor Representative working at Capital Management Group, Inc. in Saint Charles, IL and has over 29 years of experience in the finance industry.
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