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).
-
Total Assets Under Management3,215MILLION
-
Total Number of Accounts17,241ACCOUNTS
-
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
Heath Heavy (CRD# 7503640) is an Investment Advisor Representative working at Cg Advisory Services in Ann Arbor, MI and has over 3 years of experience in the finance industry.
Nicole Kane (CRD# 7527705) is an Investment Advisor Representative working at Cg Advisory Services in Charlotte, NC and has 1 year of experience in the finance industry.
Nicole Loden (CRD# 6949231) is an Investment Advisor Representative working at Cg Advisory Services in Ann Arbor, MI and has over 4 years of experience in the finance industry.
Ryan Pittman (CRD# 7324872) is an Investment Advisor Representative working at Cg Advisory Services in Tulsa, OK and has 1 year of experience in the finance industry.
Nathaniel Prout (CRD# 7693520) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has 1 year of experience in the finance industry.
Ariel Reque (CRD# 7481025) is an Investment Advisor Representative working at Cg Advisory Services in Marquette, MI and has over 2 years of experience in the finance industry.
Elijah Richardson (CRD# 7390896) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has 1 year of experience in the finance industry.
Nicholas Schafer (CRD# 7110590) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 2 years of experience in the finance industry.
Karen Stancombe (CRD# 4272947) is an Investment Advisor Representative working at Cg Advisory Services in Howell, MI and has over 22 years of experience in the finance industry.
Nathan Traxler (CRD# 7228106) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 3 years of experience in the finance industry.