SEC Form ADV

CGC FINANCIAL SERVICES

Registered Investment AdviserOR
$875.8M
Assets Under Management
3,103
Total Clients
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Registration Details

Accession
CRD-155446
Location
LAKE OSWEGO, OR
Filing Date
March 10, 2026
AUM
$875.8M
Total Clients
3,103
Amendment
No

About this Adviser

CGC FINANCIAL SERVICES is a registered investment adviser headquartered in LAKE OSWEGO, OR, managing approximately $875.8M in assets across 3,103 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.