Unclaimed Profile

Michael Green

CAPITAL MANAGEMENT GROUP, INC.·ST. CHARLES, Illinois

Series 65Clean record26 years registeredCAPITAL MANAGEMENT GROUP, INC.

3809 ILLINOIS AVE., ST. CHARLES, IL 60174CRD# 2567882Firm CRD# 109898

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Green · ST. CHARLES, IL

Registration

CRD #2567882 · CAPITAL MANAGEMENT GROUP, INC. · 26 years registered

Brand Profile

Not yet started

Career History

CAPITAL MANAGEMENT GROUP, INC.

May 2000 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 16, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL MANAGEMENT GROUP, INC.

CRD 109898 · SEC 801-60072

AUM

$45M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Michael Green offer?

Michael Green specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. CHARLES, Illinois for a consultation.

What are Michael Green's credentials?

Michael Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Green located?

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 Michael Green charge for services?

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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