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Building 2CBG INVESTMENT ADVISORS, INC.

Map pinHARRISON, NY
Phone914-777-5043
NotebookSEC #801-60853
Total AUM
$1.4B
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 MAMARONECK AVENUE
HARRISON
NY 10528
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
914-777-5043

ReceiptFinancials

Total AUM
$1.4B
Accounts
4
Discretionary
$1.3B
Accounts
3
Non-Discretionary
$89M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Felony ChargeOther Regulator Violation FindingSRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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