Cbt Investment Management, LLC is a large advisory firm based in Philadelphia. It manages $38 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Delaware, New Jersey, New York, and Pennsylvania.
Cbt Investment Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cbt Investment Management, LLC is $38 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cbt Investment Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Cbt Investment Management, LLC is owned by Marguerite Cassandra Toroian. Suzanne Cohen joined the executive team most recently as the Shareholder.
The principal office where Cbt Investment Management, LLC performs its advisory services is located at 1818 Market St., 28 Th Floor, Philadelphia, PA 19103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-861-7821 or by fax 215-861-7878. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.cbtinvest.com.