Overview
Assets Under Management: $571 million
Headquarters: SAUSALITO, CA
High-Net-Worth Clients: 149
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 149
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.08
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,225
Discretionary Accounts: 1,164
Non-Discretionary Accounts: 61
Regulatory Filings
CRD Number: 10489
Filing ID: 1993385
Last Filing Date: 2025-05-27 17:01:00
Website: https://cald.com