Cpmg, Inc.

Cpmg, Inc. (CRD# 131417) is a financial advisory firm headquartered in Dallas, TX. They manage $2,430,250,731 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,430
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $73,643,962
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

TX

Financial Advisors at Cpmg, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
John E. Bateman
CRD#: 1409745
2000 Mckinney Ave, Suite 2125, Dallas, TX 75201
93
Wealthminder
score

John Bateman (CRD# 1409745) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has over 32 years of experience in the finance industry.

2
Antal R. Desai
CRD#: 4232262
2000 Mckinney Ave, Suite 2125, Dallas, TX 75201
93
Wealthminder
score

Antal Desai (CRD# 4232262) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has over 12 years of experience in the finance industry.

3
Richard K. McGaughy
CRD#: 4555548
2000 Mckinney Ave, Suite 2125, Dallas, TX 75201
93
Wealthminder
score

Richard McGaughy (CRD# 4555548) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has over 16 years of experience in the finance industry.

4
John A. Shepard
CRD#: 5074397
2000 Mckinney Ave, Suite 2125, Dallas, TX 75201
93
Wealthminder
score

John Shepard (CRD# 5074397) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has over 11 years of experience in the finance industry.

5
James W. Traweek
CRD#: 4555539
2000 Mckinney Ave, Suite 2125, Dallas, TX 75201
93
Wealthminder
score

James Traweek (CRD# 4555539) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has over 16 years of experience in the finance industry.

6
Ryan E. Schedler
CRD#: 3116971
2000 Mckinney Ave, Suite 2125, Dallas, TX 75201
87
Wealthminder
score

Ryan Schedler (CRD# 3116971) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has 1 year of experience in the finance industry.

7
Bradley J. Shisler
CRD#: 2702610
2000 Mckinney Ave, Suite 2125, Dallas, TX 75201
87
Wealthminder
score

Bradley Shisler (CRD# 2702610) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has 1 year of experience in the finance industry.

8
Michael R. Siliciano
CRD#: 5372073
2000 Mckinney Ave, Suite 2125, Dallas, TX 75201
87
Wealthminder
score

Michael Siliciano (CRD# 5372073) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has 1 year of experience in the finance industry.

9
William B. Young
CRD#: 6548234
2000 Mckinney Ave, Suite 2125, Dallas, TX 75201
87
Wealthminder
score

William Young (CRD# 6548234) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has 1 year of experience in the finance industry.

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