Cfg Retirement
Cfg Retirement is an SEC-registered mass-market adviser in Edina, MN with $241.0M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Cfg Retirement: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 179516, SEC 801-129292, data through 2026-03-29.
- AUM (assets under management / regulatory AUM)
- $241.0M (2026-03-29)
- Firm type
- Mass-Market Adviser
- Location
- Edina, MN
- Employees
- 7
- Clients
- 541
- CRD
- 179516
- Ownership
- OLDRE, VINCENT, LOMBARDI
How much AUM does Cfg Retirement have?
Cfg Retirement reported $241.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-29).
Who owns Cfg Retirement?
Disclosed owners and executives of Cfg Retirement include OLDRE, VINCENT, LOMBARDI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.