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Alsida M. Canton

CLBI INVESTMENTS INC·WALNUT CREEK, California
Clean record13 years registeredCLBI INVESTMENTS INC
100 PRINGLE AVE STE 760, WALNUT CREEK, CA 94596-7339CRD# 4347703Firm CRD# 105703

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alsida M. Canton · WALNUT CREEK, CA
Registration
CRD #4347703 · CLBI INVESTMENTS INC · 13 years registered
Brand Profile
Not yet started
01

Career History

CLBI INVESTMENTS INC
Jul 2012 – present
02

Registrations & Exams

Registration record
First registered · July 17, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLBI INVESTMENTS INC
CRD 105703 · SEC 801-30656
AUM
$38M
Regulatory assets under management
Employees
1
48 client accounts
Services offered by CLBI INVESTMENTS INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
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05

Frequently Asked Questions

What services does Alsida M. Canton offer?
Alsida M. Canton specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.
What are Alsida M. Canton's credentials?
Alsida M. Canton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alsida M. Canton located?
Alsida M. Canton is based in WALNUT CREEK, California, working with CLBI INVESTMENTS INC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Alsida M. Canton charge for services?
Alsida M. Canton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLBI INVESTMENTS INC?
CLBI INVESTMENTS INC has approximately 1 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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