CG Advisory Services

RIASEC Registered

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, owner-operated registered investment adviser organized as an LLC and SEC-registered since 2006. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension-related consulting, and educational seminars. Its fee model is mixed — percentage of AUM plus options for hourly, fixed-fee engagements and commissions — and it identifies as an active ESG investor when making selections or constructing portfolios. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.