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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 $664,670,956 assets under management, offering retirement planning & investment advisory services to 2857 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155446 |
| SEC# | 801-78845 |
| Assets Managed by Firm | $664,670,956 |
| No. of Clients | 2857 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2857 | $664,670,956 |
| Individuals (other than high net worth individuals) | 931 | $296,749,717 |
| High net worth individuals | 178 | $325,769,462 |
| Pension and profit sharing plans | 10 | $34,341,183 |
| Charitable organizations | 3 | $7,419,000 |
| Corporations or other businesses | 2 | $391,594 |
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|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
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| $6,856,132,947 | 1409 | 17 |
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