← Directory
CFG RETIREMENT
Legal name: ASSURED RETIREMENT FINANCIAL GROUP, INC.
CRD 179516File 801-129292
APPROVED
Retail clients
Filing as of Mar 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$241.0M
Below cohort median (national)
Discretionary AUM
$241.0M
Clients
541
526 accounts
Employees
7
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 3, 2024
- Principal office
- 4550 W 77TH STREET, SUITE #380, EDINA, MN, 55435
- Phone
- 952-657-7470
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $241.0M
- Discretionary AUM
- $241.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 526
- Non-discretionary accounts
- 0
- Total accounts
- 526
- AUM per client
- $445K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 159 | $144.1M |
| Individuals (other than high net worth individuals) | 382 | $96.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.