Clbi Investments Inc (Walnut Creek)
Clbi Investments Inc is an adviser based in Walnut Creek. It manages $37.64 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Clbi Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Clbi Investments: assets under management
The assets under management (AUM) of Clbi Investments Inc is $37.64 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Clbi Investments Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Clbi Investments Inc
Clbi Investments Inc is owned by John Maxwell Bryan. Alsida M. Canton joined the executive team most recently as the Vice President & Corporate Secretary.
Direct owners and executive officers
Based in Walnut Creek
The principal office where Clbi Investments Inc performs its advisory services is located at 100 Pringle Ave Ste 760, Walnut Creek, CA 94596 7339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925-947-0261 or by fax 925-947-0577. The normal business hours are 7:00am to 2:00pm on Monday - Friday.
Registered investment advisers similar to Clbi Investments Inc
- Gavrich, Robert Jan
- High Country Capital Management
- Plus Sigma
- Ucm Greystone Capital Management, L
- Vcm Greystone Capital Management
- Heartland Capital Advisors, L.C
- Aremet Capital Management
- Komack Management Services
- Professional Investment Management Services, P
- Delaroche &
- Chapin Asset Management
- Spectra Advisors
- Oakbridge Advisory Services
- Brown, Rice E
- Lakeshore Capital