Investment adviser · CRD 151952

CMA ADVISORY GROUP, LLC

Investment adviser filing (IA)

ORLANDO, FL, United States · Form ADV filed Mar 20, 2013

Regulatory AUM
$276M
Form ADV · Item 5.F
Client accounts
122
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2013. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

5401 SOUTH KIRKMAN ROAD, SUITE 210
ORLANDO, FL, 32819, United States

CRD 151952

Filing source

Form ADV 702650 · Mar 20, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.