CG
CG

Charles V George

1 Year of Experience
Areas of Practice
Real Estate InvestingInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
30 clients
Average Client Portfolio
$8.8M average
Assets Under Management
$264.6M

Fee Structure

Financial Planning:Investment management only
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Location

98 San Jacinto Boulevard, Suite 400, Austin, TX, 78701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Charles is involved with CrowdStreet Inc., the parent company of CrowdStreet Capital and CrowdStreet Advisors, since September 2021.

Employment History
Current Registrations
Crowdstreet Advisors, LLC
January 2024 - Present · 2 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Charles V George - Financial Advisor | TrueAdvisor