Company Info

My vision was to build a company founded on Integrity, Quality, Service, and Professionalism. CGMA is that company. We treat our associates and clients as our real assets. When I first began to work in the financial industry, in March of 1993, I was proud and excited to have the opportunity to help people pursue their financial objectives. I knew then, as I do now, that financial consultants can change the future of the clients who invest based on their recommendations. As such, we have the responsibility of providing quality, cost effective and rewarding recommendations to our clients at all times.

As I continued to work in the industry, I became aware that many individuals and organizations seemed to have lost sight of their responsibility. It was as though caring for clients meant giving them something “better,” but not necessarily keeping their best interest in mind. When I began to confront the offending entities, I could not believe the rationale I received.

The reasons for holding out on clients ranged from “They are better off now than with what they had,” to a “How else am I going to make money.” In addition, company incentives tended to push high cost plans designed to fill corporate coffers and line their pockets instead of providing quality strategies.

I realized the only way I could do the right thing all the time, and every time, would be to create an environment controlled and supported by like-minded individuals as myself. In January 1995, InterAct Solutions Group (ISG) was established as a member of the FINRA. ISG became a member of the Securities and Exchange Commission (SEC) on 30 May 1995 and began serving clients in June of 1995. Within ISG was a division specializing in financial consulting (The Financial Solutions Division – FSD). In April of 1998, the FSD split-off to form C.G.Menk & Associates, Inc. (CGMA Inc.).

In June of 2016, after 21 years of serving clients as an Independent Broker-Dealer (BD), CGMA Inc. rolled its investment assets to Osaic Wealth, Inc. to better position our clients for the impending Department of Labor (DOL) regulations planned to go into effect in April 2017. To support my actions as a Registered Representative with Osaic Wealth, Inc., I stood up The CGMA Group, LLC. While the Broker-Dealer name holding accounts has changed, we at CGMA, LLC. look forward to continued support to help our clients build and reach their wealth management objectives by starting with a company dedicated to Integrity, Quality, Service and Professionalism. Welcome to The CGMA family.

God Bless,

Charles G. Menk III
President & CEO

The CGMA Group, LLC is made up of respected advisors based in Maryland who serve individuals and companies throughout the United States with a focus in the Baltimore-Washington region.

Contact CGMA, LLC

    OK!

    Phone 410-761-2462

    Address 6705 Tranquil Way
    Elkridge, MD 21075

    Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

    The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

    LPL Financial Form CRS

    We cannot accept trade orders through email or via this web interface. Important letters, email, or fax messages should be confirmed with a follow-up call to (888-923-5660). Our email service may not be monitored every day, or after normal business hours.

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