CFG Wealth

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2829 Townsgate Rd Ste 100, Westlake Vill...

Phone Number

(818) 707-5304

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About CFG Wealth

CFG Wealth is an independent financial services firm that offers a holistic approach to wealth management, catering to a diverse range of clients including executives, entrepreneurs, business owners, empty-nesters, and retirees. They provide personalized services that integrate wealth simulation, asset protection, investment management, estate and tax planning, and real estate investments. Their operating philosophy emphasizes accessibility and tailored solutions, aligning closely with clients' specific needs and goals throughout different lifecycle phases. CFG Wealth combines the expertise of a Wall Street institution with the individualized service of a boutique firm.Explore more
Popular SearchesCFG WealthCarmandalian Financial Group LLCCFGWealthSIC Code 62,628NAICS Code 52,523Show more

CFG Wealth Org Chart

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Principal, Senior Portfolio Manager

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CFG Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

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CFG Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CFG Wealth.

CFG Wealth Tech Stack

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Frequently Asked Questions Regarding CFG Wealth

What is CFG Wealth's official website?
CFG Wealth's official website is www.cfgclientwealth.com
What is CFG Wealth's Revenue?
CFG Wealth's revenue is <$5 Million
What is CFG Wealth's SIC code?
CFG Wealth's SIC: 62,628
What is CFG Wealth's NAICS code?
CFG Wealth's NAICS: 52,523
How many employees does CFG Wealth have?
CFG Wealth has 1-10 employees
What industry does CFG Wealth belong to?
CFG Wealth is in the industry of: Finance, Securities Trading
What technology does CFG Wealth use?
Some of the popular technologies that CFG Wealth uses are: Google Cloud Web Serving, Google Cloud Platform, GoDaddy DNS, Fastly
How do I contact CFG Wealth?
CFG Wealth contact info: Phone number: (818) 707-5304 Website: www.cfgclientwealth.com
What does CFG Wealth do?

CFG Wealth is an independent financial services firm that offers a holistic approach to wealth management, catering to a diverse range of clients including executives, entrepreneurs, business owners, empty-nesters, and retirees. They provide personalized services that integrate wealth simulation, asset protection, investment management, estate and... tax planning, and real estate investments. Their operating philosophy emphasizes accessibility and tailored solutions, aligning closely with clients' specific needs and goals throughout different lifecycle phases. CFG Wealth combines the expertise of a Wall Street institution with the individualized service of a boutique firm.Read More

Is CFG Wealth a public company?
CFG Wealth is private company therefore does not currently have an official ticker symbol
See more information about CFG Wealth

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