Cgc Financial Services, LLC
● SEC registered since 2013CRD 155446SEC# 801-78845Lake Oswego, OR
Reg. AUM
$875.8M
Employees
13
Accounts
3,103
Location
Lake Oswego, OR
Cgc Financial Services, LLC assets under management
Cgc Financial Services, LLC operates as an SEC-registered investment adviser based in Lake Oswego, OR. The firm has been registered since 2013. It reports $875.8 million in regulatory assets under management and employs 13 people.
Cgc Financial Services, LLC owners & executives
7 reported| 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 | Founding Partner / Managing Executive | 50-75% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Cgc Financial Services, LLC manage?
Cgc Financial Services, LLC reports $875.8 million in regulatory assets under management on its Form ADV.
How many employees does Cgc Financial Services, LLC have?
Cgc Financial Services, LLC reports 13 employees.
Where is Cgc Financial Services, LLC located?
Cgc Financial Services, LLC is based in Lake Oswego, OR and has been SEC-registered since 2013.
Does Cgc Financial Services, LLC disclose fund performance?
Cgc Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$875.8M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$875.8Mregulatory AUM
Discretionary $856.1MNon-discretionary $19.7M