Consolidated Financial Investments, Inc.

Overview

Consolidated Financial Investments, Inc. is organized as a corporation and is SEC-registered as an investment adviser since 1987. Ownership is listed as an individual, and the firm is classified in the source data as "unclassified" rather than being grouped into a standard RIA subtype. The firm does not identify itself as a capital allocator, does not report being an active ESG investor, and is not flagged as a multi-state adviser or a pension consultant in the provided snapshot. The data set does not include a description of the firm’s advisory services, client types, fee schedules, or day-to-day business activities, so the firm’s investment positioning and client focus cannot be determined from these records alone.

Assets & Accounts

Location & Offices