Updated:
CONTRERAS FINANCIAL, INC.
Contreras Financial, Inc. is a state-registered investment adviser. The firm manages approximately $1 million in regulatory assets under management on a...
CONTRERAS FINANCIAL, INC.
Contreras Financial, Inc. is a state-registered investment adviser. The firm manages approximately $1 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What services does Contreras Financial offer?
Based on SEC registration records, Contreras Financial offers financial planning and portfolio management services to individuals, trusts, and retirement accounts. The firm acts as a fiduciary under SEC regulations.
Who are the principals at Contreras Financial?
Named principals are not publicly disclosed in SEC filings or other accessible sources. The firm's leadership structure remains unverified.
What is the AUM of Contreras Financial?
Assets under management have not been publicly disclosed by the firm or in any verifiable third-party source.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: