Assets Under Management
$444.0M
Number of Clients
325
Number of Advisors
10
Average Client AUM
$1.4M
AUM per Advisor
$44.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
CGFA offers discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting. Financial planning addresses cash flow, retirement, education, estate, tax, and insurance needs. They may recommend third-party managers and provide investment advice to retirement plan participants.
1127-B Hendersonville Road, Asheville, NC, 28803