CGN Advisors

  • Financial Services
  • Manhattan KS
  • 45 employees
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Company Overview

Headquarters
512 Poyntz Ave Suite 120, Manhattan KS
Website
cgnadvisors.com
Phone
(785) 340-3434
Employees
45
Founded in
2011
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$7B

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Who is CGN Advisors

CGN Advisors is a fee-only investment management firm headquartered in Manhattan, Kansas. As an independent firm, they employ 45 individuals and generate approximately $7 million in annual revenue. CGN Advisors specializes in financial planning and investment management services, catering to a diverse clientele. The firm serves a wide range of clients, including young adults starting their investment journey, small business owners, medical professionals, and individuals nearing or enjoying retirement. They pride themselves on providing expert advice and guidance to help clients grow and protect their wealth, regardless of their age, income, or portfolio size. CGN Advisors distinguishes itself by operating on a fee-only basis. This means they do not sell investment or insurance products, eliminating potential conflicts of interest and ensuring their recommendations are solely in the best interest of their clients. They also offer a turnkey RIA platform to support nearly 40 partner advisor offices across the country, handling various operational, technological, marketing, and compliance aspects, allowing these advisors to focus on client financial planning. For further information or to learn more about their services, you can visit their website at cgnadvisors.com.

Company Leadership

Chad Chase

Managing Principal - Client Services

Phone Email
Justin Nichols

Managing Principal - Operations

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Mike Greim

Managing Principal - Investments

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CGN Advisors Industry Tags

Financial Planning
Investment Management
Retirement Plans
Business Consulting
Trust Administration
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CGN Advisors Tech Stack

HTML
Twitter
Google Analytics
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FAQ

What is the location of CGN Advisors's headquarters?
The headquarters of CGN Advisors are situated at 512 Poyntz Ave Suite 120, Manhattan KS
What is CGN Advisors's phone number?
CGN Advisors's contact number is (785) 340-3434.
What is CGN Advisors's official website?
The official website of CGN Advisors can be found at cgnadvisors.com.
What is CGN Advisors's current revenue?
As of February 2019, CGN Advisors's annual revenue reached $7B.
How many employees does CGN Advisors currently have?
CGN Advisors employs approximately 45+ people as of February 2019
Which industries is CGN Advisors primarily operating in?
CGN Advisors operates in the following industries: Credit, Finance
Who is the Managing Principal - Client Services of CGN Advisors?
CGN Advisors's Managing Principal - Client Services is Chad Chase
What are CGN Advisors's industry tags?
CGN Advisors's industry tags include: Financial Planning, Investment Management, Retirement Plans
When was CGN Advisors founded?
CGN Advisors was founded in 2011.

Employee Directory

Key Employees

Roxanne Martens

Director - Financial Advisor

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Nicola Cyr

Director - Operations & Compliance

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Kathy Switzer

Senior Operations Associate

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