California Benefits And Retirement Group, LLC

California Benefits And Retirement Group, LLC (CRD# 305719) is a financial advisory firm headquartered in Newport Beach, CA. They manage $350,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3975 Birch St Ste J, Newport Beach, CA 92660
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $116,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at California Benefits And Retirement Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alphonse Calicchio, financial advisor Newport Beach CA
Alphonse J. Calicchio
CRD#: 1577654
3975 Birch St Ste J, Newport Beach, CA 92660

Alphonse Calicchio (CRD# 1577654) is an Investment Advisor Representative working at California Benefits And Retirement Group, LLC in Newport Beach, CA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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