Cg Financial Services

Cg Financial Services (CRD# 142354) is a financial advisory firm headquartered in Los Angeles, CA. They manage $29,938,000 in 145 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $206,469
Compensation Options
  • A percentage of assets under your management
  • 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.

CA, TX

Financial Advisors at Cg Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Leighann Miko
CRD#: 6093393
4470 W Sunset Blvd Ste 107 PMB 267, Los Angeles, CA 90027
106
Wealthminder
score

Leighann Miko (CRD# 6093393) is an Investment Advisor Representative in Los Angeles, CA and has 9 years of experience in the finance industry. Leighann Miko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

 

Leighann focuses on providing financial planning and investment management solutions to individuals, modern families and the LGBT community. She helps clients address their biggest concerns including whether to marry, achieving financial independence, protecting and transferring their wealth, and reducing taxes.

 

There is no one-size fits all solution; therefore, individuals and families work with Leighann to:

  • Develop and implement a personalized comprehensive plan to help them exceed their financial dreams.
  • Make smarter investment decisions in today’s uncertain political, economic and social environment.
  • Sleep better at night knowing their financial affairs are in order.
2
Carol A. Grosvenor
CRD#: 4269576
Los Angeles, CA
96
Wealthminder
score

Carol Grosvenor (CRD# 4269576) is an Investment Advisor Representative working at Cg Financial Services in Los Angeles, CA and has over 16 years of experience in the finance industry. Carol Grosvenor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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