Cgo Wealth Management, LLC
Cgo Wealth Management, LLC (CRD# 155559) is a financial advisory firm headquartered in Highland Park, IL. They manage $52,931,307 in 309 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management53MILLION
Total Number of Accounts309ACCOUNTS
Average Account Value$171,299
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
IL, MI, WI
Claude Ohanesian (CRD# 1060463) is an Investment Advisor Representative working at Cgo Wealth Management, LLC in Lake Forest, IL and has over 34 years of experience in the finance industry.