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CMC Financial Group, LLC

EST. AUM
$119,251,744

CONTACTS

CLIENT ACCOUNTS
365

Firm Details

Metro area Atlanta
CRD Number 292413
Website cmcfinancial-group.com
Client types

Overview

CMC Financial Group is an independent SEC Registered Investment Adviser founded in 1993 that provides comprehensive financial planning and discretionary investment management for individuals, corporations, and foundations. The firm develops customized investment strategies, retirement plans, and wealth management solutions tailored to each client's objectives. As an independent fiduciary, CMC emphasizes objective advice, long-term client relationships, and personalized portfolio management supported by technology-driven investment analysis.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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