Cb Capital LLC
Cb Capital LLC (CRD# 300200) is a financial advisory firm headquartered in North Smithfield, RI. They manage $91,021,928 in 394 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management91MILLION
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Total Number of Accounts394ACCOUNTS
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Average Account Value$231,020
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, PA, RI
Financial Advisors at Cb Capital LLC
1
Christopher Benoit (CRD# 7058010) is an Investment Advisor Representative working at Cb Capital LLC in North Smithfield, RI and has over 5 years of experience in the finance industry.
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