Clbi Investments Inc.

Clbi Investments Inc. (CRD# 105703) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $23,708,613 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

100 Pringle Ave Ste 760, Walnut Creek, CA 94596

By the Numbers

Total Assets Under Management

24

MILLION
Total Number of Accounts

23

ACCOUNTS
Average Account Value

$1,030,809

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Clbi Investments Inc.

Showing 1 - 2 of 2 top financial advisors.

Alsida M. Canton

CRD#: 4347703

100 Pringle Ave Ste 760, Walnut Creek, CA 94596

Alsida Canton (CRD# 4347703) is an Investment Advisor Representative working at Clbi Investments Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry.

Elsbeth E. Minuth

CRD#: 336562

100 Pringle Ave Ste 760, Walnut Creek, CA 94596

Elsbeth Minuth (CRD# 336562) is an Investment Advisor Representative working at Clbi Investments Inc. in Walnut Creek, CA and has 1 year 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals