CGC FINANCIAL SERVICES
Firm details
- Headquarters
- LAKE OSWEGO, Oregon
- CRD number
- 155446
- Registered since
- November 22, 2013
- Website
- www.cgcfinancialservices.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.66%
- Individuals44.32%
- Charitable Organizations2.92%
- Corporations / Businesses0.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
CGC Financial Services is an independent registered investment advisor that manages portfolios for individuals, families and some institutional clients with a fee model based on a percentage of assets under management. The firm’s public filings and holdings indicate a portfolio construction driven by pooled vehicles—mutual funds and ETFs—rather than direct-stock-first strategies. Its largest public holding is the Jpmorgan Hedged Equity Laddered Overlay Etf, signaling an appetite for risk-managed equity exposure and income-oriented overlays rather than pure long-only equity bets. The advisor operates mainly on a discretionary basis and uses third-party managers to access specialized exposures, including alternative strategies. The firm received recognition in Citywire’s 2022 “50 Growers Across America” list, reflecting measurable growth metrics reported that year.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds91%
- Cash & Cash Equivalents7%
- Exchange Traded Equities3%
Owners & executives
1 of 1DENISE REINERT
Partner, COO/CCOCRD 3231301
Contacts
3 of 7GLEN CLEMANS
Financial AdvisorCRD 1618828
SHANE HUNT
Financial Advisor & PartnerCRD 6957425
SHANNON KEENER
PartnerCRD 5659128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 98Active vs passive
$327M in ETFs
47%
$155M
53%
$173M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO) | JP Morgan | Active | Options Trading | $69.7M | 1,090,050 | 21.28% |
Location
LAKE OSWEGO, OR
CLACKAMAS
Location
LAKE OSWEGO, OR
Headquartered in LAKE OSWEGO, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- CLACKAMAS
- Address
- 5 Centerpointe Dr
- Time zone
- PT (UTC-8)
- Office locations
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