CRD: 312033
Cadger TAX AND Financial Inc.
$11.6M Total AUM
$11.2M Disc. AUM
-- 3Y CAGR
1 Employees
86 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-22-2021
- Office Locations
- 1
Office Locations
-- Carolina Beach NC
About Cadger TAX AND Financial Inc.
Cadger Wealth Advisors (Cadger Tax and Financial) is an independent advisory firm led by Greg Cadger, CFP and Enrolled Agent, pairing investment management with tax-reduction strategies and comprehensive financial and retirement planning for individuals and families. Portfolios are built with low-cost, tax-efficient vehicles—often ETFs and U.S. government/agency bonds—and are custodied at Interactive Brokers.
Team overview
-- AVG AGE
$11.6M AVG AUM / ADVISOR
$134.9K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
GREGORY EDWARD CADGER
Chief Executive Officer, Owner
- CRD
- #6670954
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,248,803 | -- |
| Non-Discretionary | $350,000 | -- |
| Total | $11,598,803 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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