C 3 Financial Strategies
C 3 Financial Strategies (CRD# 166000) is a financial advisory firm headquartered in , . They manage $7,747,606 in 82 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
C 3 Financial Strategies
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$94,483
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at C 3 Financial Strategies
1
Brenda Coyle (CRD# 5917659) is an Investment Advisor Representative working at C 3 Financial Strategies in Newbury Park, CA and has over 13 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.