CGN ADVISORS, LLC

512 Poyntz Ave
Suite 120
Manhattan, Kansas 66502
Tel: 910-333-6659

About CGN ADVISORS, LLC

CGN ADVISORS, LLC, formally registered with the SEC as CGN ADVISORS, LLC. The firm was established in 12/08/2011. They have over 35 offices throughout the country.

CGN ADVISORS, LLC is a Manhattan, Kansas based Financial Planning firm with nearly $1,135,218,974 assets under management, offering retirement planning & investment advisory services to 3627 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159359
SEC#	801-72913
Assets Managed by Firm	$1,135,218,974
No. of Clients	3627
No. of Advisors	42

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3627	$1,135,218,974
Individuals (other than high net worth individuals)	779	$292,069,413
High net worth individuals	339	$650,561,142
Pension and profit sharing plans	9	$8,188,896
Charitable organizations	5	$4,112,909
Other investment advisers	3	$178,454,555
Corporations or other businesses	7	$1,832,059

More Retirement Planning firms in Manhattan, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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