CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC

CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 305719). Regulatory assets under management: $25K.

Registration

• CRD: 305719
• Type: Registered investment adviser
• Location: 5 UPPER NEWPORT PLAZA, NEWPORT BEACH, CA, 92660
• Phone: 949-466-0980
• Latest filing: 2026-07-31
• Regulatory AUM: $25K
• Discretionary AUM: $25K
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305719 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search