Grant P Dunatchik
Investment adviser representative at Cg Advisory Services
16 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$4.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Cg Advisory ServicesSep 2020 to now
- Cg Financial ServicesMar 2019 to now
- Trijicon, IncMay 2018 to Aug 2018
- Northwood UniversityMay 2017 to May 2018
- StudentSep 2010 to Mar 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
Cg Advisory Services
Legal name: Capital Asset Advisory Services, LLC.
$4.6BAssets managed
5,614Clients
68Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7100946
- Firm CRD
- 110929