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CGC FINANCIAL SERVICES
5 Centerpointe Dr Suite 550
Lake Oswego, Oregon 97035
Tel: 503-670-1958
About CGC FINANCIAL SERVICES
CGC FINANCIAL SERVICES, formally registered with the SEC as CGC FINANCIAL SERVICES. The firm was established in 11/22/2013. They have over 1 offices throughout the country.
CGC FINANCIAL SERVICES is a Lake Oswego, Oregon based Financial Planning firm with nearly $618,868,674 assets under management, offering retirement planning & investment advisory services to 3084 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 155446 |
| SEC# | 801-78845 |
| Assets Managed by Firm | $618,868,674 |
| No. of Clients | 3084 |
| No. of Advisors | 13 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3084 | $618,868,674 |
| Individuals (other than high net worth individuals) | 2415 | $293,809,288 |
| High net worth individuals | 629 | $287,188,067 |
| Pension and profit sharing plans | 36 | $31,206,339 |
| Charitable organizations | 4 | $6,664,980 |
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|---|---|---|---|
| $16,725,387,863 | 63 | 8 | |
| $16,214,303,154 | 116850 | 82 | |
| $13,067,305,312 | 425 | 37 | |
| $7,145,593,038 | 3808 | 55 | |
| $5,476,500,419 | 995 | 17 |
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