Crg

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).

By the Numbers
  • Total Assets Under Management
    1,082
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $90,135,126
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CO, TX

Financial Advisors at Crg
Showing 1 - 1 of 1 top financial advisors.
1
Charles W. Tate
CRD#: 1524453
1000 Main Street, Suite 2500, Houston, TX 77002
87
Wealthminder
score

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.

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