California Benefits and Retirement Group, LLC

Overview

California Benefits And Retirement Group, LLC is a small, privately owned limited liability company that provides financial planning and portfolio management services to individual and family clients, as well as small businesses. The firm bills clients through a mix of percentage-of-AUM, hourly, fixed-fee, and performance-based arrangements. Its filings indicate an owner-type of individual and that it does not position itself as an institutional capital allocator, pension consultant, or related adviser. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser. Industry affiliations noted in filings include relationships with a broker-dealer and another investment adviser. The operating footprint and product mix suggest a client-focused practice that blends planning with discretionary portfolio management for a very small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices