CGC FINANCIAL SERVICES - Financial Advisor in Oregon, Lake Oswego

Tel: 503-670-1958 5 Centerpointe Dr Suite 550 Lake Oswego, Oregon 97035

About CGC FINANCIAL SERVICES

CGC FINANCIAL SERVICES is a Lake Oswego, Oregon based financial advisory firm with nearly $664,670,956 in assets under management and provides investment advisory services for 2857 clients. There are currently 14 financial advisors at the firm.

General Information

Firm CRD#:

155446

Firm SEC#:

801-78845

Assets Under Management:

$664,670,956

No. of Clients:

2857

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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105281

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431

$13,438,401,059

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1409

$6,856,132,947

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147200

801-69190

2352

$5,572,244,811

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133017

801-63556

2481

$1,640,569,894

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110640

801-23659

$1,518,748,866

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2364

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