C
$247.0K Total AUM
$247.0K Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2019
- Office Locations
- 1
Office Locations
6 Upper Newport Plaza Newport Beach CA
About California Benefits AND Retirement Group, LLC
California Benefits AND Retirement Group, LLC is a Newport Beach-based RIA. The firm has been operating for 6 years. Managing $247.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$247.0K AVG AUM / ADVISOR
$82.3K AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
A
ALPHONSE JOHN CALICCHIO III
Chief Compliance Officer, Managing Member
- CRD
- #1577654
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $247,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $247,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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