The CONSOLIDATED FINANCIAL MANAGEMENT GROUP is a privately held investment adviser that advises $588.71mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CONSOLIDATED FINANCIAL MANAGEMENT GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 62.63% over the last 5-years.
The Group has been registered with the SEC for 8.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 5850 VENTURE DRIVE SUITE A, DUBLIN, OHIO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 5 investment and 1 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $588.71mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 65 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $343.46mn or 58.34% of Total Assets and High Net Worth Individuals own $164.77mn or 27.99% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
CONSOLIDATED FINANCIAL MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.