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John David Cartwright

CLG LLC·LONG BEACH, California
Unclaimed Profile
4821 E 2ND STREET, LONG BEACH, CA 90803CRD# 42283Firm CRD# 282605
01

About

John David Cartwright is a registered financial advisor based in LONG BEACH, California, affiliated with CLG LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLG LLC
CLG LLC
AUM
$801M
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at CLG LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 42283
Firm CRD# 282605
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John David Cartwright offer?
John David Cartwright specializes in Financial Planning, Investment Management. Contact their office in LONG BEACH, California for a consultation.
What are John David Cartwright's credentials?
John David Cartwright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Cartwright located?
John David Cartwright is based in LONG BEACH, California, working with CLG LLC. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.
How does John David Cartwright charge for services?
John David Cartwright's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLG LLC?
CLG LLC has approximately 26 employees and manages $801M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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