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CFG RETIREMENT
ASSURED RETIREMENT FINANCIAL GROUP, INC.
CRD 179516 · SEC 801-129292
4550 W 77TH STREET, SUITE #380, EDINA, MN, 55435, United States
Phone
952-657-7470
Fax
844-727-7873
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$241.0M
Discretionary AUM
$241.0M
Team
7 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 382 | $96.9M |
| High net worth individuals | 159 | $144.1M |
States served
GA, IL, MN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD