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 ?
$618.87 mm
(as of 14 Apr 23)
Accounts
3,084
(as of 14 Apr 23)
Employees
13
(4 investment advisory or research)
Office hours
Monday - Friday, 8 AM - 5 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Clemans, Glen, Allen | Senior Partner | 08/2006 | 50-75% |
Ortega, Tammi, Jo | Chief Compliance Officer | 10/2018 | 10-25% |
Yee, Davena, Marie | Financial Advisor | 10/2018 | 10-25% |
Mellinger, Kelly, Frances | Team Lead | 10/2018 | 10-25% |
Keener, Shannon, Nicole | Trader | 10/2018 | 5-10% |
Reinert, Denise, Louise | Chief Operating Officer | 11/2021 | 5-10% |
Latest filings (excl ownership)
No filings