Tech stack
No one at Cgc Financial Services has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $634M held · filed Nov 2024
V
Voya Financial Partners, LLC
Per Form ADV · $31M held · filed Nov 2024