Overview
Assets Under Management: $4.0 billion
Headquarters: WILLIAMSTON, MI
High-Net-Worth Clients: 69
Average Client Assets: $57 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.03
Average High-Net-Worth Client Assets: $57 million
Total Client Accounts: 17,952
Discretionary Accounts: 17,952
Regulatory Filings
CRD Number: 110929
Filing ID: 1923854
Last Filing Date: 2025-03-20 09:53:00
Website: https://cgadvisornetwork.com