Cb3 Financial Group, Inc.
Cb3 Financial Group, Inc. (CRD# 159156) is a financial advisory firm headquartered in , . They manage $12,000,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Cb3 Financial Group, Inc.
By the Numbers
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Total Assets Under Management12MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$666,667
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Cb3 Financial Group, Inc.
1
Alice Brown (CRD# 4832339) is an Investment Advisor Representative working at Cb3 Financial Group, Inc. in Glen Ellyn, IL and has over 19 years of experience in the finance industry.
2
Charles Brown (CRD# 4760377) is an Investment Advisor Representative working at Cb3 Financial Group, Inc. in Glen Ellyn, IL and has over 20 years of experience in the finance industry.
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