


CMG Wealth Management Revenue
Financial Services • Dallas, Texas, United States • 1-10 Employees
CMG Wealth Management revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at CMG Wealth Management
Robert Engels
Vice President
Company overview
| Headquarters | 2500 Dallas Parkway, Suite 400, Plano, Texas 75093, US |
| Phone number | +14693245601 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, Investment Strategy, Comprehensive Planning, Strategies For Executives |
| Founded | 2020 |
| Employees | 1-10 |
| Socials |
CMG Wealth Management Email Formats
CMG Wealth Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@cmgwm.com), used 40% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@cmgwm.com | 40% |
{first name}{last name} | johndoe@cmgwm.com | 40% |
{first initial}{last name} | jdoe@cmgwm.com | 20% |
About CMG Wealth Management
Anyone who has ever navigated a boat knows that if you do nothing more than set your initial trajectory, you’ll end up somewhere other than your target destination. The same is true of your financial goals -- it’s your ability to adapt to the unexpected that will most determine where you end up. An experienced team of professionals, we are newly independent and solely focused on providing not only the course, but the Course Made Good — the adaptive, ongoing navigation that will help ensure you reach your destination safely. To this end, our specialties include tactical investment management that can help you engage in rising markets and disengage from declining ones, as well as an income-centric retirement planning process designed to help build financial sustainability. We believe the result is a safer route to your goals and a better process with which to navigate the markets.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
CMG Wealth Management has never raised funding before.
CMG Wealth Management Tech Stack
Discover the technologies and tools that power CMG Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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