Investment adviser · CRD 129472

COMMUNITY FINANCIAL GROUP, INC.

Investment adviser filing (IA)

MARLBOROUGH, MA, United States · Form ADV filed May 15, 2012

Regulatory AUM
$35.1M
Form ADV · Item 5.F
Client accounts
173
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: May 15, 2012. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly · Fixed

Principal office

201 BOSTON POST ROAD WEST, SUITE 406
MARLBOROUGH, MA, 01752, United States

CRD 129472

Filing source

Form ADV 646695 · May 15, 2012 · 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.