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Cbg & Company, Inc.

● SEC registered since 2018CRD 149225SEC# 801-112354Fishers, IN
Export (members)
Reg. AUM
$252.1M
Employees
9
Accounts
543
Location
Fishers, IN

Cbg & Company, Inc. assets under management

Cbg & Company, Inc. is an investment advisory firm registered with the SEC based in Fishers, IN. The firm has been registered since 2018. It reports $252.1 million in regulatory assets under management and employs 9 people.
www.cbgfinancialplanning.comView on SEC.gov ↗

Cbg & Company, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Daniel Eugene Garwood ControlPrincipal25-50%2008
Nicholas David Catlin ControlPrincipal25-50%2014
Roy Craig Bodinus ControlPrincipal, Chief Compliance Officer25-50%2008

Frequently asked questions

How much does Cbg & Company, Inc. manage?

Cbg & Company, Inc. reports $252.1 million in regulatory assets under management on its Form ADV.

How many employees does Cbg & Company, Inc. have?

Cbg & Company, Inc. reports 9 employees.

Where is Cbg & Company, Inc. located?

Cbg & Company, Inc. is based in Fishers, IN and has been SEC-registered since 2018.

Does Cbg & Company, Inc. disclose fund performance?

Cbg & Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14074 Trade Center Drive, Suite 151, Fishers, IN 46038
Phone317-257-7400
Fax317-257-7437
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$252.1M
Non-discretionary$0
Total (RAUM)$252.1M