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Building 2CBG & COMPANY, INC.

Map pinFISHERS, IN
Phone317-257-7400
NotebookSEC #801-112354
Total AUM
$270.7M
Employees
9
Clients
211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14074 TRADE CENTER DRIVE
SUITE 151
FISHERS
IN 46038
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
317-257-7400
Other Offices
1

ReceiptFinancials

Total AUM
$270.7M
Accounts
525
Discretionary
$270.7M
Accounts
525
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
47
AUM
$13.4M
HNW Individual Clients
114
AUM
$195.2M
Pension/Profit Sharing Plan Clients
50
AUM
$62.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAIAILINLAMAMINHNYOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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