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
Clbi Investments Inc.
By the Numbers
-
Total Assets Under Management24MILLION
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Total Number of Accounts23ACCOUNTS
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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.
CA
Financial Advisors at Clbi Investments Inc.
1
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 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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