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).
Current Firm Details
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts145ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Cg Financial Services
No Advisor Found.
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