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Cmg Global Holdings, LLC

● SEC registered since 2020CRD 307513SEC# 801-118163Plano, TX
Export (members)
Reg. AUM
$379.4M
Employees
4
Accounts
674
Location
Plano, TX

Cmg Global Holdings, LLC assets under management

Cmg Global Holdings, LLC is an investment advisory firm registered with the SEC based in Plano, TX. The firm has been registered since 2020. It reports $379.4 million in regulatory assets under management and employs 4 people.

Cmg Global Holdings, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Pacholek ControlMember50-75%2018
Stephen Engels ControlMember And Chief Compliance Officer50-75%2018

Frequently asked questions

How much does Cmg Global Holdings, LLC manage?

Cmg Global Holdings, LLC reports $379.4 million in regulatory assets under management on its Form ADV.

How many employees does Cmg Global Holdings, LLC have?

Cmg Global Holdings, LLC reports 4 employees.

Where is Cmg Global Holdings, LLC located?

Cmg Global Holdings, LLC is based in Plano, TX and has been SEC-registered since 2020.

Does Cmg Global Holdings, LLC disclose fund performance?

Cmg Global Holdings, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2500 Dallas Parkway, Suite 400, Plano, TX 75093
Phone469-729-7084
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$350.3M
Non-discretionary$29.1M
Total (RAUM)$379.4M