CFG WEALTH MANAGEMENT SERVICES INC

INDIANAPOLIS, Indiana·2 registered advisors·CRD# 108351

SEC# 801-26372317-841-7959

01

Firm Overview

AUM

$65M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CFG WEALTH MANAGEMENT SERVICES INC

2 registered advisors

Jonathan Wayne Harrier

INDIANAPOLIS, Indiana

Michael Dillard Puckett

INDIANAPOLIS, Indiana

05

Office Locations

INDIANAPOLIS, Indiana

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Data sourced from SEC Form ADV filings. CFG WEALTH MANAGEMENT SERVICES INC (CRD# 108351) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.