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CB3 Financial Group
CB3 Financial Group, Inc. is a state-registered investment adviser with approximately $30 million in regulatory assets under management. The firm has 2...
Overview
CB3 Financial Group, Inc. is a state-registered investment adviser with approximately $30 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
RIA
Frequently asked questions
How does CB3 Financial Group ensure it acts in the best interest of clients?
As a registered investment advisor under the Investment Advisers Act of 1940, CB3 Financial Group is legally obligated to act as a fiduciary, meaning it must prioritize client interests over its own. This includes disclosing conflicts of interest and offering transparent fee structures.
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