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CFG WEALTH MANAGEMENT SERVICES, INC.

EIN 35-1940574-investment management-Latest filing 2024
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
2
9840 WESTPOINT DR., SUITE 150 - INDIANAPOLIS, IN 46256888-234-9674cfgwms.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.7M - 2 part

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Retirement#001

CFG WEALTH MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.7M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CFG WEALTH MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN401k$1.7M22024
Retirement plans
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