Assets Under Management
$11.1M
Number of Clients
62
Number of Advisors
1
Average Client AUM
$179K
AUM per Advisor
$11.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
C Financial and Tax Associates offers advisory services, selecting and monitoring third-party money managers, and financial planning. They work with individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, and other organizations. They emphasize business and retirement planning.
6373 Brockton Ave., Riverside, CA, 92506