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Founding Partner / Managing Executive · CGC Financial Services

Glen A. Clemans

CRD 1618828 · Named on Form ADV at one SEC-registered adviser

At a glance

CGC Financial Services, an SEC-registered wealth manager based in Lake Oswego, OR with $876 million in regulatory assets, lists Glen A. Clemans on its Form ADV as Founding Partner / Managing Executive, a control person.

Firms and roles

  • CGC Financial ServicesFounding Partner / Managing ExecutiveWealth manager · Lake Oswego, OR · $876M in regulatory assets

AtlasMembers

Glen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Glen on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Glen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.