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CPMG, INC.
CPMG, INC.
DALLAS, Texas
·
4 registered advisors
·
CRD# 131417
SEC# 801-64945
0
214-871-6829
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 Planning
Wealth Management
04
Advisors at CPMG, INC.
4 registered advisors
Antal Rohit Desai
DALLAS, Texas
CRD# 4232262
James William Traweek
DALLAS, Texas
CRD# 4555539
John Earl Bateman
DALLAS, Texas
CRD# 1409745
Richard Kent Mcgaughy
DALLAS, Texas
CRD# 4555548
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
.