Commonwealth Investment Management Group

Financial Advisory Servicescimglpl.com

Company typePrivate
Founded2004
HeadquartersJenkintown, United States
Headcount1–10
GTM typeB2C
OfferingServices

Commonwealth Investment Management Group firmographics

Firmographics

Name: Commonwealth Investment Management Group
Legal name: Commonwealth Investment Management Group, LLC
Website: https://cimglpl.com
Company type: Private
Founded year: 2004
Operating status: Operating
Headcount range: 1–10 employees
Ownership category
akta.pro rank

Commonwealth Investment Management Group industry classification

Industry

Product category: Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282)
akta.pro industry: PRIMARYFSAAAAAH
Discretionary Portfolio Management (Retail)
Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management
SECONDARYFSAAAGAJ
Institutional Consultants & Fiduciary Management (Investment Consulting)
Financial & Insurance/Asset & Wealth Management/Asset Management — Institutional (Pensions, Endowments, Sovereign)

Keywords

Financial advisory services
Investment management
Retirement planning
Wealth management
Financial planning

Where Commonwealth Investment Management Group is headquartered

Location

Headquarters

HQ city: Jenkintown
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Commonwealth Investment Management Group business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Securities brokerage services: Securities are offered through LPL Financial, Member FINRA/SIPC. The firm receives compensation through brokerage commissions or advisory fees for investment products sold to clients including bonds, stocks, mutual funds, annuities, and retirement accounts.
Investment advisory services: Investment advice offered through Private Advisor Group, a registered investment advisor. The firm operates as a separate entity from LPL Financial, providing personalized investment management and financial planning guidance.
Financial planning fees: Fees for comprehensive financial planning services including retirement plans, tax plans, estate plans, and insurance planning. Services include 401(k) planning, 403(b) planning, college plans, and business planning.

Pricing tiers

Model	Billing	Price
Other	Other	Financial planning and investment management services

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Commonwealth Investment Management Group product offering

Product offering

Core offering

Commonwealth Investment Management Group is a comprehensive financial services firm offering personalized investment management, retirement account administration, financial planning, insurance, and tax planning services to individuals and businesses. Securities brokerage is facilitated through LPL Financial (Member FINRA/SIPC) and investment advice is offered through Private Advisor Group, a registered investment advisor. The firm serves clients in the Philadelphia area and nationally across 18 states plus Washington, DC.

Product overview

Commonwealth Investment Management Group is a comprehensive financial services firm offering a unified suite of wealth management services. The core offering includes investment services (bonds, stocks, annuities), retirement accounts (Traditional/Roth/SEP/Simple IRA), financial planning, insurance products, and tax planning services. The firm partners with LPL Financial for brokerage services and provides access to LPL Retirement Plan Tools with enhanced fiduciary capabilities through Fiduciary Benchmarks partnership. Additional value-added services include financial calculators and educational resource centers covering retirement, estate planning, tax, insurance, and investment topics.

Differentiator

Problem solved

Functional benefit

Products and services

Investment Services Comprehensive investment services including bonds, common stock, brokerage accounts, treasury securities, and variable annuities offered to individual and business clients through LPL Financial.
Retirement Accounts Tax-advantaged retirement account management including Traditional IRA, Roth IRA, SEP IRA, and Simple IRA offered to individuals and businesses.
Financial Planning Comprehensive financial planning services covering retirement plans, tax plans, 401(k) and 403(b) planning, college plans, and estate plans for individual clients and families.
Insurance Services Insurance products including disability income insurance, life insurance, and long-term care insurance offered to individual clients seeking risk protection.
Tax Planning and Preparation Tax planning and preparation services including individual and business tax return preparation, IRS representation, and tax audit support for clients.
Education Savings Accounts Education savings accounts (Educational IRA) designed to help families save for future educational expenses.
Money Purchase Plans Employer-sponsored retirement plans where contributions are defined and based on a percentage of compensation, offered to business clients.
Profit Sharing Plans Employer-sponsored retirement plans where contributions are discretionary and based on company profits, offered to business clients.
LPL Retirement Plan Tools Comprehensive retirement plan management tools including fiduciary monitoring, plan benchmarking, fee analysis, and investment due diligence tools provided through LPL Financial partnership for retirement plan sponsors.

Companies that use Commonwealth Investment Management Group

Customer profile

Segments2 records

Ideal customer profiles2 records

Commonwealth Investment Management Group technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Commonwealth Investment Management Group partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

LPL FinancialcoreChannel Partner/ Reseller/ DistributorSecurities offered through LPL Financial, Member FINRA/SIPC. LPL Financial is the country's largest independent broker dealer with over 10,000 member advisors. CIMG offers securities and financial planning through LPL Financial's brokerage platform.
Private Advisor GroupcoreChannel Partner/ Reseller/ DistributorInvestment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Commonwealth Investment Management Group LLC are separate entities from LPL Financial.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Commonwealth Investment Management Group competitors and assessment

Company assessment

Market position

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Commonwealth Investment Management Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Commonwealth Investment Management Group leadership team

Management profile

Number of profiles

Profiles3 records

Commonwealth Investment Management Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Commonwealth Investment Management Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Commonwealth Investment Management Group

What does Commonwealth Investment Management Group do?

Is Commonwealth Investment Management Group a public or private company?

Commonwealth Investment Management Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Commonwealth Investment Management Group founded?

Commonwealth Investment Management Group was founded in 2004. It employs 1 to 10 people.

Where is Commonwealth Investment Management Group based?

Commonwealth Investment Management Group is headquartered in Jenkintown, United States, in the North America region.

How does Commonwealth Investment Management Group make money?

Three revenue lines are on record. Securities brokerage services are the primary driver. The others are investment advisory services and financial planning fees.

Does Commonwealth Investment Management Group have an API?

No public API is recorded for Commonwealth Investment Management Group.

What industry is Commonwealth Investment Management Group in?

Commonwealth Investment Management Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail), with a secondary code of FSAAAGAJ, Institutional Consultants & Fiduciary Management (Investment Consulting). Its NAICS code is 523940 and its SIC code is 6282.