CEO / Chief Compliance Officer · CMG Capital Management Group, Inc.
Stephen B. Blumenthal
CRD 1264632 · Named on Form ADV at one SEC-registered adviser
At a glance
CMG Capital Management Group, Inc., an SEC-registered wealth manager based in Malvern, PA with $257 million in regulatory assets, lists Stephen B. Blumenthal on its Form ADV as CEO / Chief Compliance Officer, a control person.
Firms and roles
- CMG Capital Management Group, Inc.CEO / Chief Compliance OfficerWealth manager · Malvern, PA · $257M in regulatory assets
AtlasMembers
Stephen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Susan B. BlumenthalOwner, CMG Capital Management Group, Inc.
- Rory B. RiggsOwner, CMG Capital Management Group, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.