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Antal Rohit Desai

CPMG, INC.·DALLAS, Texas
Unclaimed Profile
4215 WEST LOVERS LANE, DALLAS, TX 75209CRD# 4232262Firm CRD# 131417
01

About

Antal Rohit Desai is a registered financial advisor based in DALLAS, Texas, affiliated with CPMG, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CPMG, INC.
CPMG, INC.
AUM
$1.0B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CPMG, INC. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4232262
Firm CRD# 131417
No disclosures on file
View on FINRA BrokerCheck →

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05

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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James William Traweek
DALLAS, TX
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