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CAPITAL RESOURCES AND INSURANCE, INC
CRD 301878
5500 BOLSA AVENUE, SUITE 145, HUNTINGTON BEACH, CA, 92649, United States
Phone
714-903-2400
Fax
714-379-0979
Registration
— (—)
Source
State registered
Total AUM
$54.8M
Discretionary AUM
$54.8M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $29.9M |
| High net worth individuals | 16 | $24.9M |
All web addresses on file
Official SEC filing: View on IAPD