Clbi Investments Inc.

Clbi Investments Inc. (CRD# 105703) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $46,428,416 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $1,160,710
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Clbi Investments Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Alsida M. Canton
CRD#: 4347703
100 Pringle Ave Ste 760, Walnut Creek, CA 94596
87
Wealthminder
score

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.

2
Elsbeth E. Minuth
CRD#: 336562
100 Pringle Ave Ste 760, Walnut Creek, CA 94596
87
Wealthminder
score

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.

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