Cpa Group Investment Management, LLC
Cpa Group Investment Management, LLC (CRD# 114383) is a financial advisory firm headquartered in Panama City, FL. They manage $34,300,000 in 143 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management34MILLION
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Total Number of Accounts143ACCOUNTS
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Average Account Value$239,860
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
Curtis Chastain (CRD# 4449266) is an Investment Advisor Representative working at Cpa Group Investment Management, LLC in Panama City, FL and has 1 year of experience in the finance industry.
Douglas Gusmus (CRD# 3227084) is an Investment Advisor Representative working at Cpa Group Investment Management, LLC in Panama City, FL and has over 24 years of experience in the finance industry.
Peggy Rund (CRD# 7480589) is an Investment Advisor Representative working at Cpa Group Investment Management, LLC in Panama City, FL and has over 2 years of experience in the finance industry.