512 Poyntz Ave
Suite 120
Manhattan, Kansas 66502
Tel: 910-333-6659
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
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