CORGI INSURANCE SERVICES, INC.
Filings
4
Total offered
$435.3M
Total sold
$431.5M
Activity
Apr 3, 2026
through Sep 4, 2026
through Sep 4, 2026
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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USA TAX & INSURANCE SERVICES, INC.
medium CRD 801-68338
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WIN TEAM INSURANCE SERVICES, INC.
medium CRD 801-68877
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FFR FINANCIAL & INSURANCE SERVICES LLC
medium CRD 801-69427
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CLOVER FINANCIAL & INSURANCE SERVICES, INC.
medium CRD 801-68517
Form D filings (4)
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0002074564-26-000005D · Sep 4, 2026 · InsuranceOffering: $19,999,979Sold: $16,199,417
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0002074564-26-000004D · Aug 24, 2026 · InsuranceOffering: $40,678,902Sold: $40,678,902
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0002074564-26-000003D · Jun 4, 2026 · InsuranceOffering: $266,091,580Sold: $266,091,580
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0002074564-26-000001D · Apr 3, 2026 · InsuranceOffering: $108,557,712Sold: $108,557,712