CFG WEALTH MANAGEMENT SERVICES INC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 108351). Regulatory assets under management: $110.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| PUCKETT MICHAEL DILLARD | PRESIDENT; PRESIDENT, CHIEF EXECUTIVE OFFICER | — |
| HARRIER JONATHAN WAYNE | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT AND COMPLIANCE OFFICER | — |
| Michael Dillard Puckett | PRESIDENT, CHIEF EXECUTIVE OFFICER | — |
| Jonathan Wayne Harrier | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | — |