C&
C & G Financial, Llc
State-registered
Investment Adviser
CRD 121771
· Tinton Falls, NJ
☆ Save with Pro
ADV data as of Apr 07, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 5
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Anderson Cowan | Registered representative | CFP Personal Financial Specialist | Feb 2007 (20y) | |
| Lynne Broza | Registered representative | Apr 2007 (19y) | ||
| Stephen Reed | Registered representative | Sep 2007 (19y) | ||
| Michael V. Demola | Registered representative | Oct 2012 (14y) | ||
| Robert Joseph Gunteski | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/07/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • PERCENTAGE OF ASSETS UNDER MANAGEMENT REFERRED OUT
Services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 07, 2026.
View current Form ADV (SEC/IAPD) ↗