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Richard Mark Shorin

CMG CAPITAL MANAGEMENT GROUP, INC.·KING OF PRUSSIA, Pennsylvania
CMG CAPITAL MANAGEMENT GROUP, INC.
1000 CONTINENTAL DR, KING OF PRUSSIA, PA 19406-2848CRD# 5693565Firm CRD# 110750

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Mark Shorin · KING OF PRUSSIA, PA
Registration
CRD #5693565 · CMG CAPITAL MANAGEMENT GROUP, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Richard Mark Shorin is a registered financial advisor based in KING OF PRUSSIA, Pennsylvania, affiliated with CMG 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
CMG CAPITAL MANAGEMENT GROUP, INC.
CMG CAPITAL MANAGEMENT GROUP, INC.
AUM
$205M
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Fixed fees
Regulatory
SEC/IARD CRD# 5693565
Firm CRD# 110750
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Mark Shorin offer?
Richard Mark Shorin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KING OF PRUSSIA, Pennsylvania for a consultation.
What are Richard Mark Shorin's credentials?
Richard Mark Shorin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Mark Shorin located?
Richard Mark Shorin is based in KING OF PRUSSIA, Pennsylvania, working with CMG CAPITAL MANAGEMENT GROUP, INC.. Their office serves clients in the KING OF PRUSSIA metropolitan area and surrounding communities.
How does Richard Mark Shorin charge for services?
Richard Mark Shorin's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CMG CAPITAL MANAGEMENT GROUP, INC.?
CMG CAPITAL MANAGEMENT GROUP, INC. has approximately 11 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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