CHOICE FINANCIAL & INSURANCE SERVICES, INC.

CHOICE FINANCIAL & INSURANCE SERVICES, INC. of BREA, CA is an SEC-registered investment adviser (CRD 312049). Regulatory assets under management: $7.2M.

Registration

• CRD: 312049
• Type: Registered investment adviser
• Location: 633 S. BREA BLVD., BREA, CA, 92821
• Phone: (626) 333-9084
• Latest filing: 2026-03-02
• Regulatory AUM: $7.2M
• Discretionary AUM: $7.2M
• Clients: 1
• Accounts: 89

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312049 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search