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CGC Financial Services

Headquartered in LAKE OSWEGO, OR

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Firm Information

CGC Financial Services is an investment advisor based in LAKE OSWEGO, OR, United States. The firm manages approximately $664,670,956 in assets for clients. Their services include financial planning and portfolio management for individuals, businesses, and pension and profit-sharing plans. The firm has 7 registered representatives, 4 investment advisor representatives, and 1 advisory function. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.

CGC Financial Services

5 CENTERPOINTE DR SUITE 550

LAKE OSWEGO, OR 97035

$664.67M

Assets Under Management

50

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CGC FINANCIAL SERVICES has a total of 1 branch locations across the country.
location

LAKE OSWEGO, OR

Advisors at CGC Financial Services

View All 3 Advisors
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Noah Steinbrenner

RA

LAKE OSWEGO, OR

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Shane Neal Hunt

RA

LAKE OSWEGO, OR

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Glen Allen Clemans

RA

LAKE OSWEGO, OR

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Davena Marie Yee

RA

LAKE OSWEGO, OR

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Disclosures

There are no public disclosures for CGC Financial Services.

Frequently Asked Questions (6)

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