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Cmg Financial Consulting, LLC

● SEC registered since 2024CRD 288359SEC# 801-131413
Export (members)
Reg. AUM
$149.6M
Employees
4
Accounts
453
Location

Cmg Financial Consulting, LLC assets under management

Cmg Financial Consulting, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $149.6 million in regulatory assets under management and employs 4 people.

Cmg Financial Consulting, LLC owners & executives

1 reported
NameTitleOwnershipSince
Clint Matthias Gossage ControlFounder/Chief Compliance Officer/Managing MemberOver 75%2017

Frequently asked questions

How much does Cmg Financial Consulting, LLC manage?

Cmg Financial Consulting, LLC reports $149.6 million in regulatory assets under management on its Form ADV.

How many employees does Cmg Financial Consulting, LLC have?

Cmg Financial Consulting, LLC reports 4 employees.

Does Cmg Financial Consulting, LLC disclose fund performance?

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

Contact & registration

Phone(877) 695-8004
FaxN/A
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$149.6M▲ 36%
Apr '25 — $109.8MMay '25 — $109.8MJun '25 — $109.8MJul '25 — $109.8MAug '25 — $109.8MSep '25 — $109.8MOct '25 — $109.8MNov '25 — $109.8MDec '25 — $109.8MJan '26 — $149.6MFeb '26 — $149.6MMar '26 — $149.6MApr '26 — $149.6MMay '26 — $149.6MJun '26 — $149.6M
Apr '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$149.6Mregulatory AUM
Discretionary $148.7MNon-discretionary $950K