# Choice Financial & Insurance Services

Choice Financial & Insurance Services is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 312049
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312049

## About

CHOICE FINANCIAL & INSURANCE SERVICES, INC. is a state-registered investment adviser in BREA, CA. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services
- Insurance
- Real Estate
- Private Credit

## Related profiles

- [Pebble Capital Management](https://altss.com/profile/pebble-capital-management)

---

Last updated: 2026-07-06T01:24:14.126Z

Canonical page: https://altss.com/profile/choice-financial-and-insurance-services-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology