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CGC Financial Services

EST. AUM
$875,784,975

CONTACTS
3

CLIENT ACCOUNTS
3,103

Firm Details

Metro area Portland, OR
CRD Number 155446
Website cgcfinancialservices.com
Client types

Overview

CGC offers both discretionary and non-discretionary asset management service, in which it designs, monitors and manages highly individualized portfolios on a continuous basis for clients with varied investment needs, goals and objectives. The Advisor tailors its services to the individual needs of its clients through an initial consultation and regular, ongoing communications with its clients. Advisory personnel first review the client's current holdings (including analyzing the tax considerations if any assets are sold) to determine if this portfolio fits the client's risk tolerance and financial circumstances. If not, CGC develops and manages a target portfolio that may include one or more of the following types of securities based on the client's risk tolerance.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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