RIA Intel›Advisers›California›CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC

CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC

Advisory

NEWPORT BEACH, CA

Data as of Aug 10, 2026 · Source: SEC Form ADV

Rank in CA
#5,451
of 5,480 advisers by AUM
Average account
$8K
across 3 accounts
AUM per adviser
$25K
1 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM
$25K
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$25K
Discretionary AUM$25K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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