CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC
Doing business as CONSOLIDATED FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$588,710,957
Discretionary
$245,251,040
Non-discretionary
$343,459,917
Firm details
- CRD number
- 119695
- SEC file number
- 801-112968
- Main office
- DUBLIN, OH, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.