CG ADVISORY SERVICES
Haslett, Michigan
CG Advisory Services, headquartered in Haslett, MI, is a reputable regional investment advisory firm with a strong presence in the financial industry. With a dedicated team of 80 employees, the majority of whom specialize in investment advisory services, they offer comprehensive financial guidance to a diverse client base. Renowned for their expertise and commitment, CG Advisory Services boasts an impressive average of $317,640,000 in assets under management per investment advisor, surpassing the industry average. This remarkable achievement is a testament to their unwavering dedication to delivering exceptional results for thei...
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Assets Under Mgmt

$2.7B

Investment Professionals

75

Locations

43

% 401K & Individual

42%

% Discretionary

76%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Disclosures
Now the subject of a civil proceeding involving previous disclosures
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