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).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $171,299
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

IL, MI, WI

Financial Advisors at Cgo Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Claude G. Ohanesian
CRD#: 1060463
Lake Forest, IL
58
Wealthminder
score

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.

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