$5.3M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
7 yrs Firm Age
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- Custodian
- Equity Trust · Interactive Brokers · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-18-2019
- Office Locations
- 1
Office Locations
-- Henderson NV
About CGR Financial
CGR Financial is a Henderson, NV-based retail RIA providing investment planning, portfolio construction and ongoing asset management, with insurance, tax and estate planning support. The firm focuses on fixed income—primarily U.S. government/agency bonds—alongside ETFs and cash, and works with entrepreneurs. Custody includes Interactive Brokers.
Team overview
-- AVG AGE
$5.3M AVG AUM / ADVISOR
$160.9K AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Summit matrix
Client Personas
Delta
Investment Themes
Unison value Radial pathway
Investment Vehicles
Momentum zenith
Services
Matrix crest Matrix harbor Bridge vertex Optima Optima Beacon
Owner & Executives
C
CURTIS JERALD HABSIEGER
Chief Compliance Officer, Owner
- CRD
- #2185866
- Ownership
- 75% or more
(569) 497-7936
capital.timber@alphacapital.com
in linkedin.com/in/ember-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,308,154 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,308,154 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,308,154
U.S. Government/Agency:
40.8% Equity - Exchange:
34.2% Cash:
25.0% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,643,909,299 | 40.8% |
| Equity - Exchange | $1,377,982,795 | 34.2% |
| Cash | $1,007,297,364 | 25.0% |
| Total | $4,029,189,458 | 100.0% |