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CGC FINANCIAL SERVICES

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

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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

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

155446

SEC#:

801-78845

No. of Clients:

2857

Assets under Management

$664,670,956

No. of Advisors:

14

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