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Cbg & Company, Inc.
Fishers, Indiana
5.0
1 Review
CBG & Company, Inc. is a respected investment advisory firm headquartered in Fishers, IN, with two offices strategically located to serve their clientele. With a total of 10 dedicated professionals, including four investment advisors, CBG & Company, Inc. offers comprehensive financial services to individuals and businesses alike. Their commitment to excellence is evident in their average assets under management, which stands at approximately $48,990,000 per investment advisor, aligning with industry standards.
At CBG & Company, Inc., their compensation structure is designed to accommodate diverse client needs, offering options su...see more
Assets Under Mgmt
$195.97M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Other Business Activities
- Accountant or accounting firm
Reviews for Cbg & Company, Inc.
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