Cpmg, Inc.

Cpmg, Inc. (CRD# 131417) is a financial advisory firm headquartered in Dallas, TX. They manage $3,876,226,000 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,876
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $114,006,647
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

John Bateman (CRD# 1409745) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has over 35 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 15 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 19 years of experience in the finance industry.

4
Ryan E. Schedler
CRD#: 3116971
2000 Mckinney Ave, Suite 2125, Dallas, TX 75201

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.

5
John A. Shepard
CRD#: 5074397
2000 Mckinney Ave, Suite 2125, Dallas, TX 75201

John Shepard (CRD# 5074397) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has over 15 years of experience in the finance industry.

6
Bradley J. Shisler
CRD#: 2702610
2000 Mckinney Ave, Suite 2125, Dallas, TX 75201

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.

7
Michael R. Siliciano
CRD#: 5372073
2000 Mckinney Ave, Suite 2125, Dallas, TX 75201

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.

8
James W. Traweek
CRD#: 4555539
2000 Mckinney Ave, Suite 2125, Dalas, TX 75201

James Traweek (CRD# 4555539) is an Investment Advisor Representative working at Cpmg, Inc. in Dalas, TX and has over 19 years of experience in the finance industry.

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

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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