Unclaimed Profile

Antal Rohit Desai

CPMG, INC.·DALLAS, Texas

Series 7, Series 65Clean record21 years registeredCPMG, INC.

4215 WEST LOVERS LANE, DALLAS, TX 75209CRD# 4232262Firm CRD# 131417

Profile Verification

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

Identity

Antal Rohit Desai · DALLAS, TX

Registration

CRD #4232262 · CPMG, INC. · 21 years registered

Brand Profile

Not yet started

Career History

CPMG, INC.

Jan 2005 – present

CARDINAL INVESTMENT COMPANY, INC.

Jan 2005 – May 2006

DALLAS, TX

CARDINAL PUBLIC MARKET GROUP, L.P.

Jan 2005 – Jun 2006

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · January 5, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CPMG, INC.

CRD 131417 · SEC 801-64945

AUM

$1.0B

Regulatory assets under management

Employees

26 client accounts

Services offered by CPMG, INC.

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CPMG, INC. →

Introduction

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Frequently Asked Questions

What services does Antal Rohit Desai offer?

Antal Rohit Desai specializes in Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Antal Rohit Desai's credentials?

Antal Rohit Desai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Antal Rohit Desai located?

Antal Rohit Desai is based in DALLAS, Texas, working with CPMG, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Antal Rohit Desai charge for services?

Antal Rohit Desai's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CPMG, INC.?

CPMG, INC. has approximately 6 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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