CGR Financial
RIASEC Registered
Total AUM
$5.3M
Discretionary
$5.3M
100% of AUM
Avg account
$161K
Accounts
33
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 299833
- Custodians
- INTERACTIVE BROKERS LLC, EQUITY ADVISORS SOLUTIONS
- Fee structure
- Percentage of AUM
- Client types
- Individuals76.46%
- HNWI23.54%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
CGR Financial is a small, individually owned sole proprietorship that serves individual and family clients. The firm operates as both an advisory practice and an insurance broker; its advisory work focuses on portfolio management for individuals and small businesses and on selecting other managers for client allocations. Compensation is primarily a percentage-of-assets-under-management fee. The firm is not active on ESG investing and does not present itself as a multi-state or pension consulting advisor.
Assets & Accounts
Investments & Alternatives
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
- US Government Bonds84%
- Exchange Traded Equities10%
- Cash & Cash Equivalents6%
Contacts
1 of 1Curtis Habsieger
OwnerCRD 2185866
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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