Overview
Assets Under Management: $113 million
Headquarters: BEVERLY HILLS, CA
High-Net-Worth Clients: 10
Average Client Assets: $7.6 million
Frequently Asked Questions
CALE FINANCIAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145671), CALE FINANCIAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CALE FINANCIAL MANAGEMENT, INC. is headquartered in BEVERLY HILLS, CA.
CALE FINANCIAL MANAGEMENT, INC. serves 10 high-net-worth clients according to their SEC filing dated June 05, 2018. View client details ↓
According to their SEC Form ADV, CALE FINANCIAL MANAGEMENT, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CALE FINANCIAL MANAGEMENT, INC. manages $113 million in client assets according to their SEC filing dated June 05, 2018.
According to their SEC Form ADV, CALE FINANCIAL MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.33%
Average Client Assets: $7.6 million
Total Client Accounts: 203
Discretionary Accounts: 200
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 145671
Filing ID: 1222643
Last Filing Date: 2018-06-05 16:12:00