The CMG CAPITAL MANAGEMENT GROUP, INC. is a privately held investment adviser that advises $256.55mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. CMG CAPITAL MANAGEMENT GROUP, INC. 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 10.53% over the last 5-years.
The Group has been registered with the SEC for 33.43 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 75 VALLEY STREAM PARKWAY SUITE 201, MALVERN, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 8 investment and 2 non-investment staff. The total number of Employees decreased by 28.57% over the last 5-years.
Their $256.55mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $157.27mn or 61.3% of Total Assets and Individuals own $78.64mn or 30.65% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and FI/Credit - Lending, representing 53.79% and 46.21% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
CMG CAPITAL MANAGEMENT GROUP, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.