Ceiba Financial, LLC
Firm details
- Headquarters
- Fullerton, California
- CRD number
- 298977
- Registered since
- April 26, 2019
- Website
- www.ceibafin.com
Firm profile
FINTRXOverview
Ceiba Financial, LLC is organized as a limited liability company and has been SEC-registered since 2019. The firm is listed as an investment bank and is owned by an individual. The available data characterizes Ceiba Financial more as a corporate advisory or capital markets entity than as a traditional discretionary wealth manager: it is not identified as a capital allocator, is not marked as an active ESG investor, and is not registered as a multi-state adviser in the source snapshot.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Carlos Lane
CEOCRD 4665099
Dora Lanza
Principal & COOCRD 5781136
Contacts
3 of 20
David Richards
Managing PartnerCRD 4781040
Walter Costenbader
FinOpCRD 1828345
Bret Schaffer
Senior AssociateCRD 3192196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fullerton, CA
Orange
Location
Fullerton, CA
Headquartered in Fullerton, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 1831 Lexington Dr
- Time zone
- PT (UTC-8)
- Office locations
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