Assets Under Management
$75.9B
Number of Clients
536
Number of Advisors
N/A
Average Client AUM
$141.5M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
CB&T offers directed trustee and custodial services to employer-sponsored retirement plans and individual retirement accounts. It also provides investment management to institutional clients through commingled funds, utilizing a research-based approach and a multiple portfolio manager system.
6455 Irvine Center Drive, Irvine, CA, 92618-4518