C FINANCIAL AND TAX ASSOCIATES

C FINANCIAL AND TAX ASSOCIATES of RIVERSIDE, CA is an SEC-registered investment adviser (CRD 170453). Regulatory assets under management: $10.9M.

Registration

• CRD: 170453
• Type: Registered investment adviser
• Location: 6373 BROCKTON AVE., RIVERSIDE, CA, 92506
• Phone: 951-688-1800
• Latest filing: 2026-03-29
• Regulatory AUM: $10.9M
• Non-discretionary AUM: $10.9M
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170453 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search