Cgu Asset Management Inc is a large advisory firm based in Boston. It manages $12.77 billion of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2001.
Cgu Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cgu Asset Management Inc is $12.77 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cgu Asset Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Cgu Asset Management Inc performs its advisory services is located at One Beacon Street, Boston, MA 02108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-725-6191 or by fax 617-725-6580. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday.