Cgc Financial Services

CRD 155446 · Lake Oswego, OR · $875.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 155446
SEC number: 801-78845
Firm type: RIA
Assets under management: $875.8M as of Mar 10, 2026
Website: www.cgcfinancialservices.com ↗
Phone: 503-670-1958
Address: 5 Centerpointe Dr Suite 550, Lake Oswego, OR, 97035

Advisors at this firm

5 in our index · page 1 of 1

Glen Allen ClemansCRD 1618828 · Lake Oswego, OR

IA RegisteredBroker

Disclosure event(s) on record
Shane Neal HuntCRD 6957425 · Lake Oswego, OR

IA RegisteredBroker
Aidan Jude RandallCRD 7736421 · Lake Oswego, OR

IA RegisteredBroker
Noah SteinbrennerCRD 7250494 · Lake Oswego, OR

IA RegisteredBroker
Davena Marie YeeCRD 4669435 · Lake Oswego, OR

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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