CFG Wealth Management Services Inc.

EST. AUM
$97,566,362

CONTACTS

CLIENT ACCOUNTS
201

Firm Details

Metro area Indianapolis
CRD Number 108351
Website cfgwms.com
Client types

Overview

CFG Wealth Management Services is a U.S.-based registered investment advisory firm that provides personalized financial planning and portfolio management services to individuals, families, and small businesses. The firm focuses on building diversified, risk-managed investment portfolios using low-cost ETFs and long-term asset allocation strategies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

CFG Wealth Management Services Inc.

Platform Details

Investment Preferences

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