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
Adam Lesperance (CRD# 4249723) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 23 years of experience in the finance industry.
Mark Loeber (CRD# 1652902) is an Investment Advisor Representative working at Cg Advisory Services in Tulsa, OK and has over 37 years of experience in the finance industry.
Timothy Loving (CRD# 1720544) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 36 years of experience in the finance industry.
Anthony Mazzali (CRD# 2333739) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 30 years of experience in the finance industry.
Daniel McPherson (CRD# 4964802) is an Investment Advisor Representative working at Cg Advisory Services in Idaho Falls, ID and has over 18 years of experience in the finance industry.
Allison Muether (CRD# 6666485) is an Investment Advisor Representative working at Cg Advisory Services in Ann Arbor, MI and has over 6 years of experience in the finance industry.
Juan Munoz (CRD# 5527117) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 15 years of experience in the finance industry.
Ashley Musselman (CRD# 5751217) is an Investment Advisor Representative working at Cg Advisory Services in Munising, MI and has over 14 years of experience in the finance industry.
Matthew Oneil (CRD# 5354929) is an Investment Advisor Representative working at Cg Advisory Services in Charlotte, NC and has over 16 years of experience in the finance industry.