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CBG INVESTMENT ADVISORS, INC.

Advisory

HARRISON, NY

Data as of Mar 23, 2009 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
-26.5%
3-Year CAGR
+38.4%
Employees
0
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.3B
Non-Discretionary AUM$89M
Discretionary %93.6%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record22
First FilingJan 10, 2002
Latest FilingMar 23, 2009
🔒 Full AUM trend chart and 22 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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