CB3 Financial Group, Inc.
RIAState Registered
Total AUM
$29.5M
Discretionary
$29.5M
100% of AUM
Avg account
$843K
Accounts
35
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 159156
- Website
- cb3financial.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.93%
- Individuals44.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cb3 Financial Group, Inc. operates as a corporation focused primarily on providing portfolio management services for individuals and small businesses. The firm caters to a client base composed of individuals and families, emphasizing a personalized approach to wealth management. Cb3 Financial Group does not classify itself as a capital allocator and does not engage in ESG investing. The firm operates under a fee structure based on a percentage of assets under management, aligning its interests with those of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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