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CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC
CRD 305719
3975 BIRCH ST STE J, NEWPORT BEACH, CA, 92660, United States
Phone
949-466-0980
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$247K
Discretionary AUM
$247K
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2025-01-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $247K |
Official SEC filing: View on IAPD