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Consolidated Financial Management Group, LLC

Consolidated Financial Management Group, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 4, 2017
    • $241.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 789
      Accounts
    • $305.7K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

4

name start date
Steven Arthur Svetlick
January 2009
Jeffrey Ryan Bell
January 2009
Edward Steele Bell
January 2009
Andrew Todd Roseberry
January 2009

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    The Wiseman Agency -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Robert Andrew Bell Member December, 2008 25% to 50%
      James Mark Curry Member August, 1998 10% to 25%
      Edward Steele Bell Member August, 1998 10% to 25%
      Andrew Todd Roseberry Member, Chief Compliance Officer August, 1998 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Commissions