$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-14-2019
- Office Locations
- 1
Office Locations
-- Marina CA
About Contreras Financial, Inc.
Contreras Financial, Inc. provides goals-based financial planning and investment guidance for individuals and small businesses, including retirement planning, education savings strategies, and life & health insurance solutions. Portfolios commonly use ETFs and mutual funds, and the firm works with major custodians such as Schwab. Led by president and CCO Luis Contreras II in California.
Team overview
39 AVG AGE
$1.6M AVG AUM / ADVISOR
$58.3K AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
LUIS CONTRERAS II
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5742063
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,583,036 | -- |
| Non-Discretionary | $50,672 | -- |
| Total | $1,633,708 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing