CPMG, INC.

DALLAS, Texas·4 registered advisors·CRD# 131417
SEC# 801-649450214-871-6829
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at CPMG, INC.

4 registered advisors
Antal Rohit Desai
DALLAS, Texas
James William Traweek
DALLAS, Texas
John Earl Bateman
DALLAS, Texas
Richard Kent Mcgaughy
DALLAS, Texas
05

Office Locations

DALLAS, Texas
4 advisors

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Data sourced from SEC Form ADV filings. CPMG, INC. (CRD# 131417) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.