Robert
Stumpf
Capital Management Consultants, Inc
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About this Advisor
Robert Stumpf is a financial advisor working out of Deerfield, Illinois with a total of 25 years of industry experience. Stumpf currently works for Capital Management Consultants, Inc. During their career, Stumpf has held roles at Comprehensive Professional Managment, Abcs Partners, 1St Industries Inc, 1St Partnership and Capital Management Consultants, Inc. Stumpf maintains a Series 63 license, certifying them as a securities representative, and is registered to advise clients in Illinois. Capital Management Consultants, Inc is a financial advisory company operating out of Deerfield, IL. The company has a total of seven financial advisors. It handles $84 million in assets under management among its 248 customer accounts, making it one of the smaller firms in the United States by assets under management. Of its 248 customer accounts, 37% are associated with high-net-worth clients who have at least $1 million in investable assets. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely are based on which services the firm provides the client. However, fee types billed by Capital Management Consultants, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Management Consultants, Inc Brokerage Details
$84,089,195
7
248
$339,069
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Stumpf Work History
Robert has been registered as a financial advisor for 25 years.*
Capital Management Consultants, Inc
1St Partnership
1St Industries Inc
Abcs Partners
Comprehensive Professional Managment
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Stumpf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Management Consultants, Inc
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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