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 adviser organized as an LLC and registered with the SEC in 2013. Ownership is individual, and the firm serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, with fees charged as a percentage of assets under management. Filings indicate CGC is not structured as a capital allocator and does not self-identify as an active ESG investor. The firm received a Citywire mention in 2022 as part of the "50 Growers Across America" list. CGC operates with a concentrated business model rather than as a multi-state adviser or pension consultant.
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 7
Glen 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 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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