CBG & COMPANY, INC.
Tel: 317-257-7400 14074 Trade Center Drive Suite 151 Fishers, Indiana 46038
About CBG & COMPANY, INC.
CBG & COMPANY, INC. is a Fishers, Indiana based financial advisory firm with nearly $219,737,973 in assets under management and provides investment advisory services for 517 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
149225
Firm SEC#:
801-112354
Assets Under Management:
$219,737,973
No. of Clients:
517
No. of Advisors:
9
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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