CMC FINANCIAL GROUP, LLC
Atlanta, Georgia
CMC Financial Group, LLC, a small investment advisory firm based in Atlanta, GA, specializes in managing assets for high net worth individuals. With over 140 individual clients and a total of $187,647,000 in assets under management, the firm provides personalized financial strategies tailored to each client's unique needs.
While 401K and individual accounts make up less than 30% of their assets under management, CMC Financial Group, LLC possesses the capability to effectively manage employer funds. An impressive 79% of the assets they oversee are discretionary, allowing them to make investment decisions on behalf of their clients...
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Assets Under Mgmt
$187.65M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Articles
Articles
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