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, individually owned RIA that has been SEC-registered since 2013. The firm serves both individual/family and institutional clients and bills clients on a percentage-of-AUM basis. Its advisory scope is concentrated on financial planning and discretionary portfolio management for individuals and small businesses. CGC does not present itself as a capital allocator, is not a multi-state adviser, and does not position as an ESG-focused manager. The firm received a Citywire mention in 2022 for "50 Growers Across America."
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 1
Denise Reinert
Partner, COO/CCOCRD 3231301
Contacts
3 of 9
Davena Yee
Financial Advisor & PartnerCRD 4669435
Glen Clemans
Financial Advisor, Founding PartnerCRD 1618828
Kelly Mellinger
Client Services ManagerCRD 5106943
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$425M in ETFs
43%
$182M
57%
$242M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $57.1M | 1,130,990 | 13.45% |
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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