# CONTRERAS FINANCIAL, INC.

CONTRERAS FINANCIAL, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 305463
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305463/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305463/similar
- Related entities: https://search.stillhousedata.com/firm/305463/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305463

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.