CBG & COMPANY, INC.

FISHERS, Indiana·4 registered advisors·CRD# 149225
SEC# 801-1123541317-257-7400
01

Firm Overview

AUM
$220M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CBG & COMPANY, INC.

4 registered advisors
Daniel Eugene Garwood
FISHERS, Indiana
James Edward Clark
FISHERS, Indiana
Nicholas David Catlin
FISHERS, Indiana
Roy Craig Bodinus
FISHERS, Indiana
05

Office Locations

FISHERS, Indiana
4 advisors

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Data sourced from SEC Form ADV filings. CBG & COMPANY, INC. (CRD# 149225) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.