CFG WEALTH MANAGEMENT SERVICES INC
SEC Form ADV profile.
Total regulatory AUM
$110,201,914
Discretionary
$110,201,914
Non-discretionary
$0
Firm details
- CRD number
- 108351
- SEC file number
- 801-135897
- Main office
- INDIANAPOLIS, IN, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.