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
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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
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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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