Filings through .
CG Financial Services
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served2+1 YoYRank #7086 of mapped providers
Assets under administration$7M0.0%Rank #12969 by share of filed assets
Fees received$53,494Median $26,747/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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