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M & a Consulting Group, LLC

● SEC registered since 2017CRD 286078SEC# 801-108801Austin, TX
Export (members)
Reg. AUM
$116.5M
Employees
3
Accounts
531
Location
Austin, TX

M & a Consulting Group, LLC assets under management

M & a Consulting Group, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2017. It reports $116.5 million in regulatory assets under management and employs 3 people.
www.youtube.com/@caminvestorsolutions290/featuredView on SEC.gov ↗

M & a Consulting Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Marc Anthony Jimenez ControlManaging Principal / CcoOver 75%2016

Frequently asked questions

How much does M & a Consulting Group, LLC manage?

M & a Consulting Group, LLC reports $116.5 million in regulatory assets under management on its Form ADV.

How many employees does M & a Consulting Group, LLC have?

M & a Consulting Group, LLC reports 3 employees.

Where is M & a Consulting Group, LLC located?

M & a Consulting Group, LLC is based in Austin, TX and has been SEC-registered since 2017.

Does M & a Consulting Group, LLC disclose fund performance?

M & a Consulting Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address623 W 38th Street, Suite 320, Austin, TX 78705
Phone720-575-7775
Office hours9:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$116.5M
Non-discretionary$0
Total (RAUM)$116.5M