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Building 2CLBI INVESTMENTS INC

Map pinWALNUT CREEK, CA
Phone925-947-0261
NotebookSEC #801-30656
Total AUM
$37.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 PRINGLE AVE STE 760
WALNUT CREEK
CA 94596-7339
United States
Operating Hours
7:00AM TO 2:00PM
Monday - Friday
Phone
925-947-0261

ReceiptFinancials

Total AUM
$37.6M
Accounts
48
Discretionary
$37.6M
Accounts
48
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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