Contreras Financial, Inc.
Contreras Financial, Inc. (CRD# 305463) is a financial advisory firm headquartered in Salinas, CA. They manage $831,532 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts29ACCOUNTS
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Average Account Value$28,674
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Contreras Financial, Inc.
1
Luis Contreras (CRD# 5742063) is an Investment Advisor Representative working at Contreras Financial, Inc. in Salinas, CA and has over 11 years of experience in the finance industry.
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