LP Profile

CGC Financial Services

Also known as cgc financial services

Wealth ManagerLake Oswego, United StatesFounded 2006
Lake Oswego
Headquarters
Investment Focus

About CGC Financial Services

CGC Financial Services is a wealth manager based in Lake Oswego, US. Founded in 2006.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to CGC Financial Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$875.8M
Total Clients
3,103
Filing Date
March 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to CGC Financial Services across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is CGC Financial Services?

CGC Financial Services is a wealth manager based in Lake Oswego, United States.

Where is CGC Financial Services headquartered?

CGC Financial Services is headquartered in Lake Oswego, United States.

When was CGC Financial Services founded?

CGC Financial Services was founded in 2006.

How can I contact CGC Financial Services?

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