Cb3 Financial Group
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
586 Crescent Blvd Apt 501, Glen Ellyn, I...Phone Number
(630) 845-8880Website
www.cb3financial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Cb3 Financial Group
CB3 Financial specializes in transparent and accountable portfolio management, providing clients with 24/7 access to their accounts and 48-hour liquidity for their funds. The firm emphasizes personal connections by allowing clients to work directly with the portfolio manager rather than a salesperson. CB3 Financial is committed to its clients, with a significant portion of its own family wealth invested in its managed programs. Additionally, the company offers educational resources and performance commentary through its YouTube channel to enhance client understanding of wealth management.Explore more
Cb3 Financial Group Org Chart
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CB3 Financial specializes in transparent and accountable portfolio management, providing clients with 24/7 access to their accounts and 48-hour liquidity for their funds. The firm emphasizes personal connections by allowing clients to work directly with the portfolio manager rather than a salesperson. CB3 Financial is committed to its clients, with... Read More
