Clg LLC

Clg LLC (CRD# 282605) is a financial advisory firm headquartered in Long Beach, CA. They manage $800,607,631 in 2,282 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
4821 E 2nd Street, Long Beach, CA 90803
https://www.linkedin.com/company/cartwright-legacy-group
By the Numbers
  • Total Assets Under Management
    801
    MILLION
  • Total Number of Accounts
    2,282
    ACCOUNTS
  • Average Account Value
    $350,836
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, IL, LA, NC, NE, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA

Financial Advisors at Clg LLC
Showing 21 - 27 of 27 top financial advisors.
21
David Neff, financial advisor Cerritos CA
David C. Neff
CRD#: 2317428
17215 Studebaker Road, Suite 331, Cerritos, CA 90703

David Neff (CRD# 2317428) is an Investment Advisor Representative working at Clg LLC in Cerritos, CA and has over 27 years of experience in the finance industry.

22
Kimberley Neff, financial advisor Agora Hills CA
Kimberley K. Neff
CRD#: 2972641
28720 Roadside Drive, #170, Agora Hills, CA 91301

Kimberley Neff (CRD# 2972641) is an Investment Advisor Representative working at Clg LLC in Agora Hills, CA and has over 26 years of experience in the finance industry.

23
Erin Powis, financial advisor Ukiah CA
Erin J. Powis
CRD#: 4260250
390 W Standley, Ukiah, CA 95482

Erin Powis (CRD# 4260250) is an Investment Advisor Representative working at Clg LLC in Ukiah, CA and has over 23 years of experience in the finance industry.

24
Jeffrey Shaw, financial advisor Long Beach CA
Jeffrey L. Shaw
CRD#: 4606842
5030 E. 2nd Street, Suite 204, Long Beach, CA 90803

Jeffrey Shaw (CRD# 4606842) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 21 years of experience in the finance industry.

25
Dennis Smith, financial advisor Long Beach CA
Dennis C. Smith
CRD#: 6000417
4821 E 2nd Street, Long Beach, CA 90803

Dennis Smith (CRD# 6000417) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 9 years of experience in the finance industry.

26
Robert Sowder, financial advisor Long Beach CA
Robert H. Sowder
CRD#: 2762763
4821 E 2nd Street, Long Beach, CA 90803

Robert Sowder (CRD# 2762763) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 27 years of experience in the finance industry.

27
Robert Koerner, financial advisor Long Beach CA
Robert M. Koerner
CRD#: 1715113
4821 E 2nd Street, Long Beach, CA 90803

Robert Koerner (CRD# 1715113) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 33 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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