CG Advisory Services, a registered investment advisor with $3.1 billion in client assets, is transitioning away from Charles Schwab’s custody platform in favor of Axos Advisor Services.
Tony Mazzali, CGAS’ CEO, says the firm will retain some assets on Schwab’s platform but has already begun transitioning some funds over to Axos, a process he says should be complete by the end of the year.
“It…
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