| Name | Title | Ownership | Since |
|---|---|---|---|
| Davena Marie Yee | Financial Advisor | 10-25% | 2018 |
| Denise Louise Reinert | Chief Operating Officer/Chief Compliance Officer | 5-10% | 2021 |
| Glen Allen Clemans Control | Senior Partner | 50-75% | 2006 |
Cgc Financial Services, LLC reports $737.3 million in regulatory assets under management on its Form ADV.
Cgc Financial Services, LLC reports 12 employees.
Cgc Financial Services, LLC is based in Lake Oswego, OR and has been SEC-registered since 2013.
Cgc Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035 |
| Phone | 503-670-1958 |
| Fax | 503-670-1964 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $724.4M |
| Non-discretionary | $12.9M |
| Total (RAUM) | $737.3M |