Cg Advisory Services
Cg Advisory Services (CRD# 110929) is a financial advisory firm headquartered in Williamston, MI. They manage $3,215,431,631 in 17,241 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management3,215MILLION
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Total Number of Accounts17,241ACCOUNTS
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Average Account Value$186,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Jeremy Donaldson (CRD# 2893481) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 26 years of experience in the finance industry.
Thomas Doran (CRD# 2983083) is an Investment Advisor Representative working at Cg Advisory Services in Caro, MI and has over 26 years of experience in the finance industry.
John Evangelista (CRD# 2598164) is an Investment Advisor Representative working at Cg Advisory Services in Ann Arbor, MI and has over 29 years of experience in the finance industry.
Kenneth Evangelista (CRD# 2747013) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 27 years of experience in the finance industry.
Eric Fritz (CRD# 5179590) is an Investment Advisor Representative working at Cg Advisory Services in Charlotte, NC and has over 17 years of experience in the finance industry.
Karen Fritz (CRD# 4819692) is an Investment Advisor Representative working at Cg Advisory Services in Fishers, IN and has over 19 years of experience in the finance industry.
Oliver Gooden (CRD# 5380195) is an Investment Advisor Representative working at Cg Advisory Services in Charlotte, NC and has over 13 years of experience in the finance industry.
Emily Haberkern (CRD# 5509501) is an Investment Advisor Representative working at Cg Advisory Services in Ann Arbor, MI and has over 12 years of experience in the finance industry.
William Jenkins (CRD# 1393894) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 24 years of experience in the finance industry.
Jeffrey Kercorian (CRD# 2404095) is an Investment Advisor Representative working at Cg Advisory Services in Troy, MI and has over 13 years of experience in the finance industry.