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CBG & COMPANY, INC.
14074 Trade Center Drive
Suite 151
Fishers, Indiana 46038
Tel: 317-257-7400
About CBG & COMPANY, INC.
CBG & COMPANY, INC, formally registered with the SEC as CBG & COMPANY, INC. The firm was established in 01/19/2018. They have over 2 offices throughout the country.
CBG & COMPANY, INC. is a Fishers, Indiana based Financial Planning firm with nearly $219,737,973 assets under management, offering retirement planning & investment advisory services to 517 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149225 |
| SEC# | 801-112354 |
| Assets Managed by Firm | $219,737,973 |
| No. of Clients | 517 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 517 | $219,737,973 |
| Individuals (other than high net worth individuals) | 31 | $7,974,343 |
| High net worth individuals | 122 | $155,221,697 |
| Pension and profit sharing plans | 52 | $56,541,933 |
More Retirement Planning firms in Fishers, Indiana:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $26,678,534,447 | 15 | 78 | |
| $25,872,395,406 | 10 | 37 | |
| $18,201,054,484 | 6270 | 150 | |
| $11,439,805,300 | 5947 | 56 | |
| $4,946,760,100 | 2231 | 42 |
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