← Back to searchVisit website
CBG & COMPANY, INC.
CRD 149225 · SEC 801-112354
14074 TRADE CENTER DRIVE, SUITE 151, FISHERS, IN, 46038, United States
Phone
317-257-7400
Fax
317-257-7437
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$270.7M
Discretionary AUM
$270.7M
Team
9 total employees; 3 advisory reps; 31 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $13.4M |
| High net worth individuals | 114 | $195.2M |
| Pension/profit sharing plans | 50 | $62.1M |
States served
AZ, CA, GA, IL, IN, IA, LA, MA, MI, NY, OH, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD