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CLBI INVESTMENTS INC
CLBI INVESTMENTS INC
WALNUT CREEK, California
·
2 registered advisors
·
CRD# 105703
SEC# 801-30656
925-947-0261
01
Firm Overview
AUM
$38M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CLBI INVESTMENTS INC
2 registered advisors
Alsida M. Canton
WALNUT CREEK, California
CRD# 4347703
Elsbeth Eva Minuth
WALNUT CREEK, California
CRD# 336562
05
Office Locations
WALNUT CREEK, California
2 advisors
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Data sourced from SEC Form ADV filings. CLBI INVESTMENTS INC (CRD# 105703) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.