Cpmg, Inc.

Cpmg, Inc. (CRD# 131417) is a financial advisory firm headquartered in Dallas, TX. They manage $1,196,548,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,197
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $42,733,857
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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Cpmg, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
John E. Bateman
CRD#: 1409745
4215 West Lovers Lane, Suite 100, Dallas, TX 75209

John Bateman (CRD# 1409745) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has over 38 years of experience in the finance industry.

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

Antal Desai (CRD# 4232262) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has over 19 years of experience in the finance industry.

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

Richard McGaughy (CRD# 4555548) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has over 22 years of experience in the finance industry.

4
John A. Shepard
CRD#: 5074397
4215 West Lovers Lane, Suite 100, Dallas, TX 75209

John Shepard (CRD# 5074397) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has over 18 years of experience in the finance industry.

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

James Traweek (CRD# 4555539) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has over 22 years of experience in the finance industry.

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