Assets Under Management
$4.0B
Number of Clients
17,945
Number of Advisors
69
Average Client AUM
$224K
AUM per Advisor
$58.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
CG Advisory Services provides investment advisory services, including portfolio management, consulting, and financial planning. They offer customized model investment programs and bespoke non-program models tailored to client needs. They also provide retirement plan services and general financial consulting.
148 E Grand River Ave., Williamston, MI, 48895