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Brian Michael Green

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Michael Green · ST. CHARLES, IL
Registration
CRD #4362767 · CAPITAL MANAGEMENT GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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03

Firm Overview

Firm
CAPITAL MANAGEMENT GROUP, INC.
CAPITAL MANAGEMENT GROUP, INC.
AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CAPITAL MANAGEMENT GROUP, INC. →
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
View on FINRA BrokerCheck →

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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.
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Other Advisors at CAPITAL MANAGEMENT GROUP, INC.

Michael Green
ST. CHARLES, IL

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Research
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