CGC Financial Services

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

CGC Financial Services — overview

Assets Under Management

Type

Wealth Manager

Location

Lake Oswego, OR, US

Alternative Asset Classes

-

About

CGC Financial Services is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on discretionary and non-discretionary basis. It offers investment management, estate planning, and retirement planning services to its clients. Include high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

CGC Financial Services - known decision makers (8)

Contact NamePositionLocationEmailTelephoneAsset Class
Associate AdvisorLake Oswego, USGEN
Chief Operating Officer, Chief Compliance Officer, PartnerLake Oswego, USGEN
Financial Advisor, Founding PartnerLake Oswego, USGEN
Financial Advisor, PartnerLake Oswego, USGEN
Financial Advisor, PartnerLake Oswego, USGEN

Showing 5 of 8 known decision makers CGC Financial Services

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.