Clg

Finance · California, United States · 51-200 Employees

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Overview

Headquarters

4821 E 2nd St, Long Beach, California, 9...

Phone Number

(310) 329-5150

Revenue

$7.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Clg

CLG Wealth Management offers personalized financial planning services designed to adapt to clients' evolving life circumstances. They focus on building lasting partnerships with individuals and families, guiding them through significant life transitions such as starting a family, buying a house, and preparing for retirement. The firm emphasizes long-term strategies over short-term gains, ensuring that clients have a flexible financial roadmap tailored to their unique situations. Their experienced advisors are committed to helping clients navigate their financial futures with trust and openness.Explore more
Clg's Social MediaPopular SearchesClgClg LLCCartwright Legacy GroupCl Advisors LLCClg Wm LLCSIC Code 62,628NAICS Code 52,523Show more

Clg Org Chart

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Gerald Mitchell, Financial Partner & Advisor & Chief Operating Officer at Clg
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Financial Partner & Advisor & Chief Operating...

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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clg

$7.1M
51-200
Private
-
2017
Gerald Mitchell, Financial Partner & Advisor & Chief Operating Officer at Clg
Gerald MitchellFinancial Partner & Advisor & Chief Operating Officer
$20.7M
51-200
Private
-
1960
Edward Dare, President & Chief Executive Officer at Pfg
Edward DarePresident & CEO
$16.7M
51-200
Private
<$5M
1969
JS
Jennifer SoltisChief Compliance Officer
$11.7M
51-200
Private
-
1990
$10.2M
51-200
Private
-
1898
Holly Mazzocca, Wealth Advisor & Principal & President at Bartlett & Co.
Holly MazzoccaWealth Advisor & Principal & President
<$5M
51-200
Private
<$5M
1968
JG
John GallagherVice President & Director
<$5M
51-200
Private
-
1987
HC
Harrison CrewsSummer Intern
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Clg Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Clg

What is Clg's official website?
Clg's official website is www.clgwm.com
What is Clg's Revenue?
Clg's revenue is $7.1 Million
What is Clg's SIC code?
Clg's SIC: 62,628
What is Clg's NAICS code?
Clg's NAICS: 52,523
How many employees does Clg have?
Clg has 51-200 employees
What industry does Clg belong to?
Clg is in the industry of: Finance, Securities Trading
What is Clg competition?
Clg top competitors include: Pfg, Pennington Bass & Associates, Vantage Financial Group, Foster & Associates
What technology does Clg use?
Some of the popular technologies that Clg uses are: Cloudflare Rocket Loader, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Clg?
Clg contact info: Phone number: (310) 329-5150 Website: www.clgwm.com
What does Clg do?

CLG Wealth Management offers personalized financial planning services designed to adapt to clients' evolving life circumstances. They focus on building lasting partnerships with individuals and families, guiding them through significant life transitions such as starting a family, buying a house, and preparing for retirement. The firm emphasizes lon... g-term strategies over short-term gains, ensuring that clients have a flexible financial roadmap tailored to their unique situations. Their experienced advisors are committed to helping clients navigate their financial futures with trust and openness.Read More

What are Clg social media links?
Clg Linkedin page Clg Twitter page Clg Facebook page
Is Clg a public company?
Clg is private company therefore does not currently have an official ticker symbol
See more information about Clg

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