We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992. We provide education, guidance and ongoing support to the individuals, families and businesses in our communities. Today we do much more than retirement planning. We implement a balanced approach to wealth management by integrating tax-advantaged investing, asset allocation, charitable gifting, legacy and estate planning strategies, and more into clients’ financial plans. We build lasting relationships with our clients to create a course of action that helps meet their needs today and into the future. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment advisor.
View Top Employees from Capital Management GroupWebsite | http://www.cmgnewyork.com |
Revenue | $4.2 million |
Employees | 38 (38 on RocketReach) |
Founded | 1992 |
Address | 55w 46th St, New York, New York, US |
Phone | (845) 638-6669 |
Fax | (212) 692-9898 |
Technologies |
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Industry | Financial Services, Investment Banking, Wealth management, Finance, Investment services, Business succession planning, Education planning strategies, Estate planning strategies, Retirement planning strategies, Tax-efficient investing strategies |
Web Rank | 16 Million |
Keywords | Belkin Wealth Managemnt, Capital Management Group |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Capital Management Group employee's phone or email?
The Capital Management Group annual revenue was $4.2 million in 2024.
Scott Moulton is the Partner of Capital Management Group.
38 people are employed at Capital Management Group.
Capital Management Group is based in New York, New York.
The NAICS codes for Capital Management Group are [523, 5239, 52393, 52].
The SIC codes for Capital Management Group are [628, 62].