Riley
Derwich
Cg Advisory Services
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About this Advisor
Riley Derwich is a financial advisor working in Ann Arbor, Michigan who has 1 year of relevant experience. Derwich is currently employed by Cg Advisory Services. The advisor has gained experience at Advanced Wealth Strategies, Cg Advisory Services Dba Advanced Wealth Strategies, Mt. Brighton, Timber Trace Golf Club, Whispering Pines Golf Club and Pickney Community Highschool. Derwich maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Michigan. Cg Advisory Services is an advisory business based out of Haslett, MI. It has offices in 43 locations and a total of 80 people on staff. It administers $3 billion in assets under management across its 16,610 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 16,610 customer accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company has a diverse range of services, including 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. Financial management fees largely are based on which services the firm provides the client. Fee types billed by Cg Advisory Services likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cg Advisory Services Brokerage Details
$2,698,457,681
80
16,610
$162,460
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
Riley Derwich Work History
Riley has been registered as a financial advisor for 1 years.*
Cg Advisory Services Dba Advanced Wealth Strategies
Advanced Wealth Strategies
Timber Trace Golf Club
Mt. Brighton
Whispering Pines Golf Club
Pickney Community Highschool
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Riley Derwich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cg Advisory Services
Haslett, MI
Haslett, MI
Haslett, MI
Ann Arbor, MI
Traverse City, MI
Charlotte, NC
Munising, MI
Haslett, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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