firm profile
CG Advisory Services
Overview
CG Advisory Services is an SEC registered investment adviser based in Williamston, MI, registered since 2006. It reports $4.6B in assets under management across 18,187 accounts, with 136 employees. It has 67 investment adviser representatives.
- Reported AUM
- $4.6B
- Discretionary
- 100%
- Accounts
- 18,187
- Average account
- $255K
- Employees
- 136
- Advisory reps
- 67
- Registered since
- 2006
- Jurisdictions
- 51
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Commissions, Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Anthony Joseph Mazzali Managing Member CRD 2333739
- Jeffrey John Casey Managing Member CRD 3040426
- Kenneth Patrick Evangelista Chief Compliance Officer CRD 2747013
1 more executive officer, with direct contact details
Advisory reps 3 of 67
- Richard Gray Adams Jr. Investment Adviser Rep CRD 6489315
- Joseph Alamo Investment Adviser Rep CRD 7307129
- Thomas Frederick Austin Insurance Agent · Investment Adviser Rep CRD 5835100
64 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 148 E Grand River Rd
Williamston, MI 48895 - County
- Ingham
- Metro area
- Lansing-East Lansing, MI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: austinfinancial.us
Every state, with registration dates
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- Brick Capital Management IncEast Lansing, MI$2.8B AUM
- Financial Strategies Group, IncOkemos, MI$677M AUM
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