C & G FINANCIAL, LLC
Firm details
- Headquarters
- TINTON FALLS, New Jersey
- CRD number
- 121771
- Website
- www.cgteam.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5MICHAEL DEMOLA
ShareholderCRD 6017241
STEPHEN REED
ShareholderCRD 5076536
DONALD COWAN
Managing DirectorCRD 5076530
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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