CFG RETIREMENT

CFG RETIREMENT of EDINA, MN is an SEC-registered investment adviser (CRD 179516). Regulatory assets under management: $241.0M.

Registration

• CRD: 179516
• SEC file number: 801-129292
• Type: Registered investment adviser
• Location: 4550 W 77TH STREET, EDINA, MN, 55435
• Phone: 952-657-7470
• Latest filing: 2026-03-29
• Regulatory AUM: $241.0M
• Discretionary AUM: $241.0M
• Clients: 7
• Accounts: 526

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 179516 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search