Claim Profile
BG

Brian Michael Green

CAPITAL MANAGEMENT GROUP, INC.·ST. CHARLES, Illinois
Unclaimed Profile
3809 ILLINOIS AVE., ST. CHARLES, IL 60174CRD# 4362767Firm CRD# 109898
01

About

Brian Michael Green is a registered financial advisor based in ST. CHARLES, Illinois, affiliated with CAPITAL MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL MANAGEMENT GROUP, INC.
CAPITAL MANAGEMENT GROUP, INC.
AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4362767
Firm CRD# 109898
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ST. CHARLES?

Browse all registered financial advisors in ST. CHARLES, Illinois or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Michael Green offer?
Brian Michael Green specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. CHARLES, Illinois for a consultation.
What are Brian Michael Green's credentials?
Brian Michael Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Michael Green located?
Brian Michael Green is based in ST. CHARLES, Illinois, working with CAPITAL MANAGEMENT GROUP, INC.. Their office serves clients in the ST. CHARLES metropolitan area and surrounding communities.
How does Brian Michael Green charge for services?
Brian Michael Green's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL MANAGEMENT GROUP, INC.?
CAPITAL MANAGEMENT GROUP, INC. has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty