CONTRERAS FINANCIAL, INC.

CONTRERAS FINANCIAL, INC. is an SEC-registered investment adviser (CRD 305463). Regulatory assets under management: $1.6M.

Registration

• CRD: 305463
• Type: Registered investment adviser
• Phone: 831-783-5465
• Latest filing: 2026-06-11
• Regulatory AUM: $1.6M
• Discretionary AUM: $1.6M
• Non-discretionary AUM: $51K
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305463 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search