Cmc Financial Group, LLC

Cmc Financial Group, LLC (CRD# 292413) is a financial advisory firm headquartered in Atlanta, GA. They manage $196,337,862 in 413 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7000 Central Parkway, Suite 225, Atlanta, GA 30328
http://www.cmcfg.com
By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    413
    ACCOUNTS
  • Average Account Value
    $475,394
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, TX

Financial Advisors at Cmc Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Philip Catledge, financial advisor Atlanta GA
Philip O. Catledge
CRD#: 1493580
7000 Central Parkway, Suite 225, Atlanta, GA 30328

Philip Catledge (CRD# 1493580) is an Investment Advisor Representative working at Cmc Financial Group, LLC in Atlanta, GA and has over 37 years of experience in the finance industry.

2
Mark McCarthy, financial advisor Atlanta GA
Mark B. McCarthy
CRD#: 1312430
7000 Central Parkway, Suite 225, Atlanta, GA 30328

Mark McCarthy (CRD# 1312430) is an Investment Advisor Representative working at Cmc Financial Group, LLC in Atlanta, GA and has over 39 years of experience in the finance industry.

3
Robert Catledge, financial advisor Atlanta GA
Robert T. Catledge
CRD#: 6877821
7000 Central Parkway, Suite 225, Atlanta, GA 30328

Robert Catledge (CRD# 6877821) is an Investment Advisor Representative working at Cmc Financial Group, LLC in Atlanta, GA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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