CGC Financial Services LLC


Assets, Funds, Holdings

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CGC Financial Services LLC
CRD #155446
SEC #801-78845
AUM $470.4 MM (94% Disc, 100% US, 2020-03-16)
Employees3 (100% Investors, 100% Brokers)
Address5 Centerpointe Dr Suite 550
Lake Oswego, OR 97035
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
American Research & Management Company
MA 0.5
Altiora Financial Group LLC
OH 0.5
GDM Advisory Group Ltd
PA 0.5
James J Burns & Company LLC
NY 0.5
Omega Wealth Partners Inc
TX 0.5
SA Mason LLC
MI 0.5
Oliver Luxxe Assets LLC
NJ 0.5
Great Diamond Partners LLC
ME 0.5
Lombard Odier Transatlantic Limited
Source Financial Advisors LLC
NY 0.5
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