Consolidated Financial Management Group, LLC is a pension cosultant based in Dublin. It manages $87.01 million of regulatory assets for 830 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Ohio and Texas.
Consolidated Financial Management Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Consolidated Financial Management Group, LLC is $87.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Consolidated Financial Management Group, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Consolidated Financial Management Group is individuals with 477 clients and $87.01 million of assets under management. Among the 1 most similar advisory firms, Consolidated Financial Management Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $87.01 million for 531 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Consolidated Financial Management Group doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Consolidated Financial Management Group, LLC performs its advisory services is located at 5850 Venture Drive, Dublin, OH 43017, which is also the mailing address of the firm. An additional office of the firm is in Gallipolis, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-932-0000 or by fax 614-932-0199. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at investconsolidated.com.