Cg Financial Consulting

Cg Financial Consulting (CRD# 134136) is a financial advisory firm headquartered in , . They manage $600,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $300,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Cg Financial Consulting
Showing 1 - 1 of 1 top financial advisors.
1
Clark C. Grinde
CRD#: 3185795
Story City, IA
93
Wealthminder
score

Clark Grinde (CRD# 3185795) is an Investment Advisor Representative working at Cg Financial Consulting in Story City, IA and has over 17 years of experience in the finance industry.

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