CRG

1000 Main Street, Suite 2500
Houston, Texas 77002-6340
Tel: 713-209-7350

About CRG

CRG, formally registered with the SEC as CRG. The firm was established in 10/01/2004. They have over 3 offices throughout the country.

CRG is a Houston, Texas based Financial Planning firm with nearly $2,956,547,063 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132967
SEC#	801-63545
Assets Managed by Firm	$2,956,547,063
No. of Clients	15
No. of Advisors	24

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	15	$2,956,547,063

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