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CFG Wealth Management Logo
CFG Wealth Management CB Rank
1607091
Heat Score
64
CFG Wealth Management provides retirement planning, investment management, mortgage, estate planning and insurance services.
Founded
obfuscation
Private San Diego, California, United States11-50 www.cfgwmt.com
Credit
Financial Services
Insurance
Retirement
Wealth Management
Overview

CFG Wealth Management
Heat Score
64

Growth Score
pts
in past quarter
Heat Score 64
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About CFG Wealth Management

CB Rank
1607091
CFG Wealth Management provides retirement planning, investment management, mortgage, estate planning and insurance services.
Founded
obfuscation
Private San Diego, California, United States11-50 www.cfgwmt.com
Credit
Financial Services
Insurance
Retirement
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1-858- 550-3960
Contact Email info@cfgwmt.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 10
News
Technology
View Tech Report

Monthly Web Visits

287
12.55%
 in past month

IT Spend

$324KThis year, CFG Wealth Management is projected to spend $324K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Google (GOOG) Logo
Google (GOOG)
65

Active Website Tech Count

13CFG Wealth Management is actively using 13 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, U.S. Server Location, and  DMARC.
Sub-Organizations
Frequently Asked Questions

Where is CFG Wealth Management's headquarters? CFG Wealth Management is located in San Diego, California, United States.Who are CFG Wealth Management's competitors? Alternatives and possible competitors to CFG Wealth Management may include Creative Planning, Mariner Wealth Advisors, and  EP Wealth Advisors.
Who We Are
What We Do
Helpful Links
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