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Nicholas David Catlin

CBG & COMPANY, INC.·FISHERS, Indiana
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14074 TRADE CENTER DRIVE, FISHERS, IN 46038CRD# 4341374Firm CRD# 149225
01

About

Nicholas David Catlin is a registered financial advisor based in FISHERS, Indiana, affiliated with CBG & COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CBG & COMPANY, INC.
CBG & COMPANY, INC.
AUM
$220M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CBG & COMPANY, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4341374
Firm CRD# 149225
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas David Catlin offer?
Nicholas David Catlin specializes in Financial Planning, Investment Management. Contact their office in FISHERS, Indiana for a consultation.
What are Nicholas David Catlin's credentials?
Nicholas David Catlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas David Catlin located?
Nicholas David Catlin is based in FISHERS, Indiana, working with CBG & COMPANY, INC.. Their office serves clients in the FISHERS metropolitan area and surrounding communities.
How does Nicholas David Catlin charge for services?
Nicholas David Catlin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CBG & COMPANY, INC.?
CBG & COMPANY, INC. has approximately 9 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FISHERS
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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