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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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