Overview
Assets Under Management: $220 million
Headquarters: FISHERS, IN
High-Net-Worth Clients: 113
Average Client Assets: $2 million
Frequently Asked Questions
CBG & COMPANY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149225), CBG & COMPANY, INC. is subject to fiduciary duty under federal law.
CBG & COMPANY, INC. is headquartered in FISHERS, IN.
CBG & COMPANY, INC. serves 113 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, CBG & COMPANY, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CBG & COMPANY, INC. manages $220 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, CBG & COMPANY, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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