CGC FINANCIAL SERVICES, LLC

CGC FINANCIAL SERVICES
LAKE OSWEGO, Oregon·6 registered advisors·CRD# 155446
SEC# 801-788450503-670-1958
01

Firm Overview

AUM
$665M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CGC FINANCIAL SERVICES, LLC

6 registered advisors
Davena Marie Yee
LAKE OSWEGO, Oregon
Denise Louise Reinert
LAKE OSWEGO, Oregon
Glen Allen Clemans
LAKE OSWEGO, Oregon
Kelly Frances Mellinger
LAKE OSWEGO, Oregon
Shannon Nicole Keener
LAKE OSWEGO, Oregon
Tammi Jo Ortega
LAKE OSWEGO, Oregon
05

Office Locations

LAKE OSWEGO, Oregon
6 advisors

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Data sourced from SEC Form ADV filings. CGC FINANCIAL SERVICES, LLC (CRD# 155446) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.