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CHOICE FINANCIAL & INSURANCE SERVICES, INC.
CRD 312049
633 S. BREA BLVD., #7, BREA, CA, 92821, United States
Phone
(626) 333-9084
Fax
626-855-8622
Registration
— (—)
Source
State registered
Total AUM
$7.2M
Discretionary AUM
$7.2M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $7.2M |
All web addresses on file
Official SEC filing: View on IAPD