Community Financial Group, Inc.

Community Financial Group, Inc. (CRD# 129472) is a financial advisory firm headquartered in Marlborough, MA. They manage $63,451,617 in 118 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
201 Boston Post Road West, Suite 406, Marlborough, MA 01752
https://www.cfgadvisor.com
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $537,726
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Community Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Paul Travis, financial advisor Marlborough MA
Paul M. Travis
CRD#: 2791056
201 Boston Post Road West, Suite 406, Marlborough, MA 01752

Paul Travis (CRD# 2791056) is an Investment Advisor Representative working at Community Financial Group, Inc. in Marlborough, MA and has over 24 years of experience in the finance industry.

2
Richard Wilson, financial advisor Conroe TX
Richard R. Wilson
CRD#: 4727467
Conroe, TX

Richard Wilson (CRD# 4727467) is an Investment Advisor Representative working at Community Financial Group, Inc. in Conroe, TX and has over 17 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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