CMG FINANCIAL CONSULTING, LLC

CMG FINANCIAL CONSULTING, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 288359). Regulatory assets under management: $149.6M.

Registration

• CRD: 288359
• SEC file number: 801-131413
• Type: Registered investment adviser
• Location: 8924 E PINNACLE PEAK RD, STE G5 # 445, SCOTTSDALE, AZ, 85255
• Phone: (877) 695-8004
• Latest filing: 2026-01-20
• Regulatory AUM: $149.6M
• Discretionary AUM: $148.7M
• Non-discretionary AUM: $950K
• Clients: 4
• Accounts: 453

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288359 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search