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CG MATON ADVISORY, INC.
CRD 127277
2402 ABBEY COURT, ALPHARETTA, GA, 30004, United States
Phone
678-297-1217
Fax
770-569-5391
Registration
— (—)
Source
State registered
Total AUM
$45.4M
Discretionary AUM
$45.4M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR'S FEES
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $45.4M |
Official SEC filing: View on IAPD