CG Financial Services Revenue and Competitors
Estimated Revenue & Valuation
- CG Financial Services's estimated annual revenue is currently $18.9M per year.
- CG Financial Services's estimated revenue per employee is $242,308
Employee Data
- CG Financial Services has 78 Employees.
- CG Financial Services grew their employee count by 4% last year.
CG Financial Services's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Owner/CCO | Reveal Email/Phone |
2 | Head Operations and Retirement Plan Services | Reveal Email/Phone |
3 | Director Systems and Technology | Reveal Email/Phone |
4 | Operations Manager | Reveal Email/Phone |
5 | Relationship Manager | Reveal Email/Phone |
6 | Relationship Manager | Reveal Email/Phone |
7 | Executive Manager | Reveal Email/Phone |
8 | Practice Manager | Reveal Email/Phone |
9 | Operations Manager | Reveal Email/Phone |
10 | Relationship Manager | Reveal Email/Phone |
CG Financial Services Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $24.8M | 97 | -1% | N/A | N/A |
#2 | $3.5M | 22 | 10% | N/A | N/A |
#3 | $0.1M | 6 | 20% | N/A | N/A |
#4 | $8.4M | 42 | 0% | N/A | N/A |
#5 | $8.4M | 71 | 51% | N/A | N/A |
#6 | $0.1M | 1 | -50% | N/A | N/A |
#7 | $8.1M | 48 | 33% | N/A | N/A |
#8 | $1.5M | 12 | N/A | N/A | N/A |
#9 | $27.3M | 130 | 5% | N/A | N/A |
#10 | $120.8M | 532 | 18% | $4.95M | N/A |
What Is CG Financial Services?
Our team is comprised of the collective wisdom, expertise, and knowledge of over 20 years in the financial industry. We hire some of the best and brightest in the industry to create a comprehensive and integrated team that is more effective collectively, than separately. Life is complex. Life can get messy. Some situations often require professionals from more than one specialty. Our multi-disciplinary team collaborates and takes the necessary steps to redirect our clients’ lives toward their goals. Advisory Services offered through CG Advisory Services, an SEC Registered Investment Adviser. Securities offered through Geneos Wealth Management Inc. Member FINRA/SIPC.
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Total Funding
78
Number of Employees
$18.9M
Revenue (est)
4%
Employee Growth %
N/A
Valuation
N/A
Accelerator