CONTRERAS FINANCIAL, INC.
CRD 305463
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$1.6M
Discretionary AUM
$1.6M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Verify reputation
Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.
- SEC IAPD →
Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.
- FINRA BrokerCheck →
FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.
- Better Business Bureau →
Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.
Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $622K |
| High net worth individuals | 4 | $977K |
| Pension/profit sharing plans | 2 | $35K |
All web addresses on file
- https://www.contrerasfinancial.com
- https://www.facebook.com/contrerasfinancial831
- https://www.youtube.com/channel/UCou0mgK2em9WNJI4x18QzqA
- https://www.instagram.com/lcontreras838/
- https://www.tiktok.com/@contrerasfinancial?lang=en
- https://twitter.com/ContrerasFinan1
- https://business.salinaschamber.com/member-directory/Details/contreras-financial-825748
- https://www.linkedin.com/in/luis-contreras-7aa8249/
- https://members.montereychamber.com/list/member/contreras-financial-7331
Official SEC filing: View on IAPD