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.
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.
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.
Clbi Investments Inc is owned by John Maxwell Bryan. Alsida M. Canton joined the executive team most recently as the Vice President & Corporate Secretary.
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.