Nathaniel
Prout
Cg Advisory Services
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About this Advisor
Nathaniel Prout is a financial advisor based in Traverse City, Michigan, working with Cg Advisory Services. Nathaniel has previously held positions at Prout Financial Design and Waara Technologies. Nathaniel has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Nathaniel is part of Cg Advisory Services, which operates out of Traverse City, Michigan. The firm has 25 offices and 130 employees. The firm manages assets totaling $3.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cg Advisory Services includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cg Advisory Services Brokerage Details
$3,215,431,631
130
17,241
$186,499
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Nathaniel Prout Work History
Prout Financial Design
Waara Technologies
Disclosures
Please visit the SEC profile of Nathaniel Prout to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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