Overview
Assets Under Management: $220 million
Headquarters: FISHERS, IN
High-Net-Worth Clients: 113
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 517
Discretionary Accounts: 517
Regulatory Filings
CRD Number: 149225
Last Filing Date: 2024-03-20 00:00:00
Website: https://cbgfinancialplanning.com