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CG ADVISORY SERVICES
WILLIAMSTON, MI
517-339-7662
SEC #801-67082Total AUM
$4.6B
Employees
136Clients
5,614Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
148 E GRAND RIVER AVE.
WILLIAMSTON
MI 48895
United States
WILLIAMSTON
MI 48895
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
517-339-7662
Other Offices
25
Financials
Total AUM
$4.6B
Accounts
18,187Discretionary
$4.6B
Accounts
18,187Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
4,218AUM
$1.1B
HNW Individual Clients
680AUM
$1.7B
Pension/Profit Sharing Plan Clients
409AUM
$495.8M
Charitable Organization Clients
31AUM
$4.7M
Corporation or Business Clients
276AUM
$1.3B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Dismissed Civil Action (Settlement)Pending Civil Proceeding
State Registrations
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Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.