Assets Under Management
$38.3B
Number of Clients
7,967
Number of Advisors
93
Average Client AUM
$4.8M
AUM per Advisor
$412.2M
Compensation
Fee-Only (AUM)
CGPCS offers investment management and related services to high-net-worth individuals and charitable organizations. The firm's investment approach is based on rigorous fundamental analysis and considers client investment profiles. CGPCS allocates client assets among pooled funds and SMA Programs, engaging affiliates for research, portfolio management, and trading.
333 South Hope Street, Los Angeles, CA, 90071