CG ADVISORY SERVICES

148 E Grand River Ave.
Williamston, Michigan 48895
Tel: 517-339-7662

About CG ADVISORY SERVICES

CG ADVISORY SERVICES, formally registered with the SEC as CG ADVISORY SERVICES. The firm was established in 08/10/2006. They have over 26 offices throughout the country.

CG ADVISORY SERVICES is a Williamston, Michigan based Financial Planning firm with nearly $3,215,431,631 assets under management, offering retirement planning & investment advisory services to 17241 clients. The firm is staffed with 130 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110929
SEC#	801-67082
Assets Managed by Firm	$3,215,431,631
No. of Clients	17241
No. of Advisors	130

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	17241	$3,215,431,631
Individuals (other than high net worth individuals)	15952	$1,497,003,091
High net worth individuals	839	$911,634,242
Pension and profit sharing plans	44	$16,574,058
Charitable organizations	10	$50,701,257
Corporations or other businesses	396	$739,518,983

More Retirement Planning firms in Williamston, Michigan:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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