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COMMUNITY FINANCIAL GROUP, INC.
COMMUNITY FINANCIAL GROUP, INC.
MARLBOROUGH, Massachusetts
·
1 registered advisor
·
CRD# 129472
SEC# 801-62776
508-251-2716
01
Firm Overview
AUM
$35M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at COMMUNITY FINANCIAL GROUP, INC.
1 registered advisor
Paul Manuel Travis
MARLBOROUGH, Massachusetts
CRD# 2791056
05
Office Locations
MARLBOROUGH, Massachusetts
1 advisor
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Data sourced from SEC Form ADV filings. COMMUNITY FINANCIAL GROUP, INC. (CRD# 129472) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.