Cg Asset Management, LLC is a large advisory firm based in New York. It manages $307.25 million of regulatory assets for 174 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Florida, New Jersey, and New York.
Cg Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cg Asset Management, LLC is $307.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cg Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Parker Morse has been acting as President since 1 Dec 2013. Inc. Cg Assets joined the executive team most recently as the Owner.
The principal office where Cg Asset Management, LLC performs its advisory services is located at 805 Third Avenue, Suite 1120, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-568-4082 or by fax 646-219-2674. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at cgamllc.com.