CG ADVISORY SERVICES

RIASEC RegisteredEst. 2006

Total AUM

$4.6B

Discretionary

$4.6B

100% of AUM

Avg account

$255K

Accounts

18,187

Employees

136

Advisory reps

Firm details

Headquarters: WILLIAMSTON, Michigan
CRD number: 110929
Registered since: August 10, 2006
Website: mycgfinancial.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC, TRADE-PMR INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI37.38%
Corporations / Businesses27.82%
Individuals24.01%
Pension & Profit Sharing Plans10.68%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

CG Advisory Services is an independent registered investment adviser formed as a limited liability company and SEC-registered since 2006. The firm is owner-operated (individual ownership) and positions itself as a capital allocator for both individual and family clients as well as institutional clients. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational seminars. The firm charges a mix of fee types — percentage of assets under management, hourly fees, fixed fees and commissions — and identifies as an active ESG investor, incorporating environmental, social or governance considerations into its investment process. CG Advisory Services was recognized on FA Magazine’s Top RIA Firms list in 2020.