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Brian Michael Green

CAPITAL MANAGEMENT GROUP, INC.·ST. CHARLES, Illinois
Series 65Clean record25 years registeredCAPITAL 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. · 25 years registered
Brand Profile
Not yet started
01

Career History

CAPITAL MANAGEMENT GROUP, INC.
May 2001 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 10, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL MANAGEMENT GROUP, INC.
CRD 109898 · SEC 801-60072
AUM
$45M
Regulatory assets under management
Employees
1
227 client accounts
Services offered by CAPITAL MANAGEMENT GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPITAL MANAGEMENT GROUP, INC. →
Introduction

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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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