ASSURED RETIREMENT FINANCIAL GROUP, INC.
Legal name: CFG RETIREMENT
CRD #179516 SEC #801-129292 EDINA, MN 952-657-7470
SEC Registered
Total AUM
$181.8M
Discretionary
$181.8M
Employees
5
Clients
101
Accounts
614
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $181.8M | $181.8M | $0 | 5 | 126 |
| Mar 2025 | $181.8M | $181.8M | $0 | 5 | 126 |
| Mar 2025 | $181.8M | $181.8M | $0 | 5 | 126 |
| Mar 2025 | $181.8M | $181.8M | $0 | 5 | 126 |
| Dec 2024 | $123.4M | $123.4M | $0 | 3 | 126 |
| Dec 2024 | $123.4M | $123.4M | $0 | 3 | 126 |
| Mar 2024 | $123.4M | $123.4M | $0 | 3 | 126 |
| Dec 2023 | $100.8M | $100.8M | $0 | 3 | 204 |
| Dec 2023 | $100.8M | $100.8M | $0 | 3 | 204 |
DateJun 2025
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees5
Clients126
DateMar 2025
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees5
Clients126
DateMar 2025
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees5
Clients126
DateMar 2025
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees5
Clients126
DateDec 2024
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees3
Clients126
DateDec 2024
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees3
Clients126
DateMar 2024
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees3
Clients126
DateDec 2023
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees3
Clients204
DateDec 2023
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees3
Clients204