Cbg & Company, Inc.
Cbg & Company, Inc. (CRD# 149225) is a financial advisory firm headquartered in Fishers, IN. They manage $219,737,973 in 517 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management220MILLION
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Total Number of Accounts517ACCOUNTS
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Average Account Value$425,025
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, GA, IA, IL, IN, LA, MA, MI, NH, OH, TX
Roy Bodinus (CRD# 4543804) is an Investment Advisor Representative working at Cbg & Company, Inc. in Fishers, IN and has over 22 years of experience in the finance industry.
Nicholas Catlin (CRD# 4341374) is an Investment Advisor Representative working at Cbg & Company, Inc. in Fishers, IN and has over 23 years of experience in the finance industry.
Daniel Garwood (CRD# 2894041) is an Investment Advisor Representative working at Cbg & Company, Inc. in Fishers, IN and has over 26 years of experience in the finance industry.