CAFG WEALTH MANAGEMENT, INC.
  • CAFG WEALTH MANAGEMENT, INC.
  • MACTAVISH FINANCIAL

Adviser Profile

As of Date 10/27/2024
Registration status Terminated
ADV Location NORTH BARRINGTON, IL, United States
Contact Info 847 xxxxxxx
Websites
AUM* 225,193,022 10%
of that, discretionary 225,193,022 10%
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 962,363 14%
% High Net Worth 12.82% 29%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

225M 193M 161M 129M 97M 64M 32M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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