RIA Intel›Advisers›California›CONTRERAS FINANCIAL, INC.

CONTRERAS FINANCIAL, INC.

Advisory

CA

Data as of Jun 11, 2026 · Source: SEC Form ADV

Rank in CA
#5,201
of 5,480 advisers by AUM
Average account
$48K
across 34 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 11, 2026.

Total AUM
$2M
Discretionary %
96.9%
Clients
28
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$51K
Discretionary %96.9%
Total Clients28
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

JG WEALTH MANAGEMENT, LLC
ALISO VIEJO, CA
$2M
ANDREY, DOUGLAS, GEORGE
SAN JOSE, CA
$2M
NEEDELMAN ASSET MANAGEMENT INC
NEWPORT BEACH, CA
$2M
-98.5% 1Y
GREYFOX INVESTORS LLC
$2M
BARLOW, PAUL DAVID
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$2M
ELITE WEALTH MANAGEMENT, LLC
SAN DIEGO, CA
$2M

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