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
California Benefits And Retirement Group, LLC
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts3ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at California Benefits And Retirement Group, LLC
1
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.
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