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| CGC Financial Services LLC
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|---|---|
| CRD # | 155446 |
| SEC # | 801-78845 |
| CIK # | 0001992785 |
| AUM | 875.8 M (2026-03-10) |
| Employees | 13 (38% Investors, 38% Brokers) |
| Phone | 503-670-1958 |
| Address | 5 Centerpointe Dr Suite 550 Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001992785 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.7 | ||
| Cisco Systems Inc | 0.9 | ||
| Nike Inc | 0.8 | ||
| Johnson & Johnson | 0.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 932 | 388.2 |
| (b) Individuals (high net worth individuals) | 208 | 461.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 7 | 25.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,103 | 875.8 |
| By Discretionary | ||
| Discretionary | 3,079 | 856.1 |
| Non-Discretionary | 24 | 19.7 |
| Total | 3,103 | 875.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 875.8 | |
| Total | 3,103 | 875.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001992785] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 43 |
| Serves | Retail |
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