CGC FINANCIAL SERVICES, LLC
Doing business as CGC FINANCIAL SERVICES. SEC Form ADV profile.
Total regulatory AUM
$875,784,975
Discretionary
$856,106,449
Non-discretionary
$19,678,526
Firm details
- CRD number
- 155446
- SEC file number
- 801-78845
- Main office
- LAKE OSWEGO, OR, United States
- Employees
- 13
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.