# CONTRERAS FINANCIAL, INC.

CONTRERAS FINANCIAL, INC. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://contrerasfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/luis-contreras-7aa8249

## Regulatory record

- **CRD number:** 305463
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305463

## About

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.

## 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.

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

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