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CLBI INVESTMENTS INC
CRD 105703 · SEC 801-30656
100 PRINGLE AVE STE 760, WALNUT CREEK, CA, 94596-7339, United States
Phone
925-947-0261
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.3M
Discretionary AUM
$15.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $5.7M |
Official SEC filing: View on IAPD