CGC Financial Services is an investment advisor in Lake Oswego with $618.87 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
204625548
SEC advisor number
801-78845
FINRA CRD number
155446
AUM ?
$664.67 mm
(as of 28 Mar 24)
Accounts
2,857
(as of 28 Mar 24)
Employees
14
(3 investment advisory or research)
Latest filings (excl ownership)
No filings