CGAA

CGAA of HAUPPAUGE, NY is an SEC-registered investment adviser (CRD 331075). Regulatory assets under management: $7.0M.

Registration

• CRD: 331075
• Type: Registered investment adviser
• Location: 1300 VETERANS HIGHWAY SUITE 210, HAUPPAUGE, NY, 11788
• Phone: 631 232-7900
• Latest filing: 2026-02-24
• Regulatory AUM: $7.0M
• Non-discretionary AUM: $7.0M
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331075 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search