CGR FINANCIAL

HABSIEGER, CURTIS JERALD

CRD 299833

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$5.3M

Discretionary AUM

$5.3M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-05-22

Disciplinary history

Services

Portfolio management (individuals)Selection of other advisersCONSULTING SERVICES

Type	Clients	AUM
Individuals	28	$4.1M
High net worth individuals	5	$1.2M

Official SEC filing: View on IAPD