CEIBA FINANCIAL, LLC
Firm details
- Headquarters
- FULLERTON, California
- CRD number
- 298977
- Registered since
- April 26, 2019
- Website
- www.ceibafin.com
Firm profile
FINTRXOverview
Ceiba Financial, LLC is an individually owned limited liability company that is SEC-registered (2019) and classified in the data set as an investment bank. The profile does not disclose the firm's stated client base, fee structure, specific business activities, or advisory services. The firm is flagged as not acting as a capital allocator, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3CARLOS LANE
CEOCRD 4665099
DORA LANZA
Principal & COOCRD 5781136
WALTER COSTENBADER
Chief Compliance OfficerCRD 1828345
Contacts
3 of 18Andrew Fenton
Senior Managing DirectorCRD 4370009
BRIAN COBURN
Managing PartnerCRD 6379877
Sebastien Lafon
FounderCRD 7569890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FULLERTON, CA
ORANGE
Location
FULLERTON, CA
Headquartered in FULLERTON, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 1831 Lexington Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
BOURSA INVESTMENTS
Broker-DealerCHULA VISTA, CA
MONTROSE SECURITIES INTERNATIONAL
Broker-DealerSAUSALITO, CA
XNERGY FINANCIAL LLC
Broker-DealerLos Angeles, CA
CETERA WEALTH SERVICES, LLC
Broker-DealerEL SEGUNDO, CA
FRANKLIN DISTRIBUTORS, LLC
Broker-DealerSAN MATEO, CA
SPROTT GLOBAL RESOURCE INVESTMENTS LTD
Broker-DealerCARLSBAD, CA