Crg (CRD# 132967) is a financial advisory firm headquartered in Houston, TX. They manage $1,081,621,512 in 12 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1,082MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$90,135,126
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
Charles Tate (CRD# 1524453) is an Investment Advisor Representative working at Crg in Houston, TX and has 1 year of experience in the finance industry.