# California Benefits and Retirement Group

California Benefits and Retirement Group is an other.

## Overview

- **Organization type:** other
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 305719
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305719

## About

California Benefits and Retirement Group, LLC is a state-registered investment adviser in Newport Beach, CA. The firm manages approximately $247,000 in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who controls California Benefits and Retirement Group?

No named principal, director, or manager has been publicly associated with the entity. Delaware LLC filings show the company's registered agent but no human operator. Without a public filing or media mention, control remains unverifiable.

### What is the entity's geographic footprint?

The firm's name references California, but no headquarters address or state of registration has been confirmed. Delaware is the jurisdiction of incorporation, which is common for holding LLCs, but does not indicate operational presence.

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Last updated: 2026-06-03T20:00:00.000Z

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