Clbi Investments Inc (Walnut Creek)

Clbi Investments Inc is an adviser based in Walnut Creek. It manages $37.64 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Clbi Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clbi Investments: assets under management

The assets under management (AUM) of Clbi Investments Inc is $37.64 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $37.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $784.11 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Clbi Investments Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Clbi Investments Inc

Clbi Investments Inc is owned by John Maxwell Bryan. Alsida M. Canton joined the executive team most recently as the Vice President & Corporate Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Elsbeth Eva Minuth	President & chief executive officer	1 Jun 1988	50% - 75%	336562
Alan Rygh Brudos	Chairman & chief financial officer	1 Jul 1988	Other	1774431
Alsida M. Canton	Vice president, secretary, chief financial officer	1 Sep 1988	50% - 75%	4347703
John Maxwell Bryan	Owner	1 Dec 1988	Other	1774398
William K. Bowes	Owner	1 Dec 1988	Other	4348338
Howard H. Leach	Owner	1 Dec 1988	Other	4348334
Alsida M. Canton	Vice president & corporate secretary	1 Sep 1989	Other	4347703

Based in Walnut Creek

The principal office where Clbi Investments Inc performs its advisory services is located at 100 Pringle Ave Ste 760, Walnut Creek, CA 94596 7339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.