CMG Global is an investment advisor in Plano with $305.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
830971857
SEC advisor number
801-118163
FINRA CRD number
307513
AUM ?
$305.00 mm
(as of 2 Mar 22)
Accounts
593
(as of 2 Mar 22)
Employees
3
(3 investment advisory or research)
Office hours
Monday - Friday, BY APPOINTMENT ONLY
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Pacholek, James | Member | 06/2018 | 50-75% |
Engels, Stephen | Member and Chief Compliance Officer | 06/2018 | 50-75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
16 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22