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, individual-owned registered investment adviser that provides financial planning and portfolio management for individuals, families and small businesses. The firm is SEC-registered (registration year 2013) and charges fees based on a percentage of assets under management. Its client mix includes both individual & family clients and institutional relationships. Advisory services center on financial planning and discretionary portfolio management rather than pension consulting or multi-state advisory programs. The firm does not position itself as a capital allocator and is not flagged as an active ESG investor. CGC received Citywire’s "50 Growers Across America" mention in 2022.
Assets & Accounts
Public Holdings
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
- 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 105Active vs passive
$430M in ETFs
43%
$186M
57%
$244M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $58.3M | 1,154,878 | 13.55% |
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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