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CGC Financial Services
CGC Financial Services was founded in 2006 as a US wealth manager and registered investment advisor. The firm provides investment management alongside estate...
CGC Financial Services
CGC Financial Services was founded in 2006 as a US wealth manager and registered investment advisor. The firm provides investment management alongside estate and retirement planning. Clients span high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. No additional offices or team size figures are disclosed. No dated operational events from the last 24 months appear in available records. The firm operates as a conventional RIA without disclosed hybrid structures or external club affiliations.
General information
Firm type
Wealth Manager
Year founded
2006
Location
Region
North America
Country
United States
City
Lake Oswego
Corporate office
Lake Oswego, United States
Frequently asked questions
Who runs investment decisions at CGC Financial Services?
No named principals or CIOs are disclosed in public records or the firm site.
Does CGC Financial Services participate in fund commitments or only direct deals?
The firm offers investment management services; specific fund or direct allocation breakdowns are not published.
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