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).

Current Firm Details
14074 Trade Center Drive, Suite 151, Fishers, IN 46038
http://www.cbgfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    517
    ACCOUNTS
  • Average Account Value
    $425,025
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IA, IL, IN, LA, MA, MI, NH, OH, TX

Financial Advisors at Cbg & Company, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Roy Bodinus, financial advisor Fishers IN
Roy C. Bodinus
CRD#: 4543804
14074 Trade Center Drive, Suite 151, Fishers, IN 46038

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.

2
Nicholas Catlin, financial advisor Fishers IN
Nicholas D. Catlin
CRD#: 4341374
14074 Trade Center Drive, Suite 151, Fishers, IN 46038

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.

3
Daniel Garwood, financial advisor Fishers IN
Daniel E. Garwood
CRD#: 2894041
14074 Trade Center Drive, Suite 151, Fishers, IN 46038

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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