C & G FINANCIAL, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
5

Firm details

Headquarters
TINTON FALLS, New Jersey
CRD number
121771
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

C & G Financial, LLC is organized as a limited liability company and is owned by an individual. The firm is classified as unclassified in the available records and is identified as a capital allocator rather than a traditional asset manager. Its primary business activity is listed as accounting, and its advisory activity centers on selecting other advisers, which indicates the firm arranges or directs client assets to external managers rather than running in-house investment strategies. C & G Financial is not flagged as an active ESG investor, is not a multistate adviser, and does not present itself as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • MICHAEL DEMOLA

    ShareholderCRD 6017241

  • STEPHEN REED

    ShareholderCRD 5076536

  • DONALD COWAN

    Managing DirectorCRD 5076530

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

TINTON FALLS, NJ

MONMOUTH

Location

TINTON FALLS, NJ

Headquartered in TINTON FALLS, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MONMOUTH
Address
730 Hope Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth