Cfg Retirement is an SEC registered investment adviser organized as a corporation with a primary office location in Edina, MN. Its latest Form ADV filing, dated March 29, 2026, reports $241M in regulatory assets under management, 7 employees, and 526 accounts.
Assets Under Management
$241M
Employees
7
Offices
--
Total Clients
541
Primary office
EDINA, MN
4550 W 77TH STREET, SUITE #380, EDINA, MN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.6% of total clients.
Top client categories% of clientsClients
1
Individuals
70.6%
382
2
HNWI
29.4%
159
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$241Mas of March 29, 2026
Discretionary100.0%
$241M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$241M
Total Accounts526
10Y AUM Change+$140M (+139.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee77:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.