CFG WEALTH MANAGEMENT SERVICES INC
CRD #108351 SEC #801-26372 INDIANAPOLIS, IN 317-841-7959
SEC Registered
Total AUM
$64.5M
Discretionary
$62.9M
Employees
1
Clients
11
Accounts
341
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $64.5M | $62.9M | $1.7M | 1 | 26 |
| Feb 2012 | $71M | $68M | $3M | 1 | 26 |
| Jun 2011 | $71M | $68M | $3M | 5 | -- |
| Jun 2011 | $71M | $68M | $3M | 5 | -- |
| Jun 2011 | $71M | $68M | $3M | 5 | -- |
| Apr 2011 | $71M | $68M | $3M | 5 | -- |
| Jan 2011 | $67M | $64M | $3M | 5 | -- |
| Mar 2009 | $57.6M | $54.9M | $2.8M | 5 | -- |
| Mar 2007 | $52M | $42M | $10M | 5 | -- |
| Mar 2006 | $49M | $38M | $11M | 5 | -- |
| Sep 2005 | $47M | $36M | $11M | 5 | -- |
| Jan 2004 | $46.7M | $46.7M | $0 | 10 | -- |
| Mar 2002 | $40.7M | $40.7M | $0 | 5 | -- |
DateMar 2012
Total AUM$64.5M
Discretionary$62.9M
Non-Disc.$1.7M
Employees1
Clients26
DateFeb 2012
Total AUM$71M
Discretionary$68M
Non-Disc.$3M
Employees1
Clients26
DateJun 2011
Total AUM$71M
Discretionary$68M
Non-Disc.$3M
Employees5
Clients--
DateJun 2011
Total AUM$71M
Discretionary$68M
Non-Disc.$3M
Employees5
Clients--
DateJun 2011
Total AUM$71M
Discretionary$68M
Non-Disc.$3M
Employees5
Clients--
DateApr 2011
Total AUM$71M
Discretionary$68M
Non-Disc.$3M
Employees5
Clients--
DateJan 2011
Total AUM$67M
Discretionary$64M
Non-Disc.$3M
Employees5
Clients--
DateMar 2009
Total AUM$57.6M
Discretionary$54.9M
Non-Disc.$2.8M
Employees5
Clients--
DateMar 2007
Total AUM$52M
Discretionary$42M
Non-Disc.$10M
Employees5
Clients--
DateMar 2006
Total AUM$49M
Discretionary$38M
Non-Disc.$11M
Employees5
Clients--
DateSep 2005
Total AUM$47M
Discretionary$36M
Non-Disc.$11M
Employees5
Clients--
DateJan 2004
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$40.7M
Discretionary$40.7M
Non-Disc.$0
Employees5
Clients--