# CFG RETIREMENT

CFG RETIREMENT of EDINA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 179516
- Type: SEC-registered investment adviser
- SEC file number: 801-129292
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Vincent Lombardi Oldre | PRESIDENT/CCO | — |
| OLDRE VINCENT LOMBARDI | CHIEF COMPLIANCE OFFICER; PRESIDENT/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/179516/brochure
- Similar advisers: https://search.stillhousedata.com/firm/179516/similar
- Related entities: https://search.stillhousedata.com/firm/179516/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/179516

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.