Capital Management Group

Finance · New York, United States · 51-200 Employees

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Overview

Headquarters

167 E Central Ave, Pearl River, New York...

Phone Number

(845) 638-6669

Revenue

$18.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Capital Management Group

Capital Management Group New York (CMG) offers a comprehensive suite of services including financial planning, asset management, estate planning, and risk management, focusing on the holistic management of clients' lives and families. The firm emphasizes the importance of personal values and community connections, catering to clients who prioritize these aspects. CMG also provides corporate retirement solutions and fiduciary support, ensuring that clients' financial futures are secure. Their approach goes beyond traditional wealth management, aiming to support clients in all facets of their financial and personal lives.Explore more
Capital Management Group's Social MediaPopular SearchesCapital Management GroupNyc Capital Value Fund I LLCTeam Cmg LLCCapital Management Ny IncCapital Wealth Management Group IncSIC Code 62,628NAICS Code 52,523Show more

Capital Management Group Org Chart

PhoneEmail
DG
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Director, Financial Planning

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PM
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Director, Client Services

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KW
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Director, Business

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MA
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Director, Operations

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MM
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Client Relationship Manager

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KM
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Client Relationship Manager

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SR
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Client Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Management Group

$18.9M
51-200
Private
-
1992
DG
Donna GalloDirector, Financial Planning
$19.5M
11-50
Private
<$5M
1995
ES
Ebony SimeltonChief Operating Officer
$7.9M
51-200
Private
<$5M
1991
VP
Valen PermannDirector, Operations
<$5M
51-200
Private
-
1998
VP
Vincent PanizziSenior Wealth Advisor
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Capital Management Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capital Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Management Group.

Capital Management Group Tech Stack

A closer look at the technologies used by Capital Management Group

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Frequently Asked Questions Regarding Capital Management Group

What is Capital Management Group's official website?
Capital Management Group's official website is www.cmgnewyork.com
What is Capital Management Group's Revenue?
Capital Management Group's revenue is $18.9 Million
What is Capital Management Group's SIC code?
Capital Management Group's SIC: 62,628
What is Capital Management Group's NAICS code?
Capital Management Group's NAICS: 52,523
How many employees does Capital Management Group have?
Capital Management Group has 51-200 employees
What industry does Capital Management Group belong to?
Capital Management Group is in the industry of: Finance, Securities Trading
What is Capital Management Group competition?
Capital Management Group top competitors include: ACM Wealth, ProVise Management Group, Portfolio Solutions, Financial Management
What technology does Capital Management Group use?
Some of the popular technologies that Capital Management Group uses are: DocuSign, WordPress.org, PHP, DoubleClick
How do I contact Capital Management Group?
Capital Management Group contact info: Phone number: (845) 638-6669 Website: www.cmgnewyork.com
What does Capital Management Group do?

Capital Management Group New York (CMG) offers a comprehensive suite of services including financial planning, asset management, estate planning, and risk management, focusing on the holistic management of clients' lives and families. The firm emphasizes the importance of personal values and community connections, catering to clients who prioritize... these aspects. CMG also provides corporate retirement solutions and fiduciary support, ensuring that clients' financial futures are secure. Their approach goes beyond traditional wealth management, aiming to support clients in all facets of their financial and personal lives.Read More

What are Capital Management Group social media links?
Capital Management Group Linkedin page Capital Management Group Facebook page
Is Capital Management Group a public company?
Capital Management Group is private company therefore does not currently have an official ticker symbol
See more information about Capital Management Group

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