Overview
Assets Under Management: $321 million
Headquarters: BURBANK, CA
High-Net-Worth Clients: 116
Average Client Assets: $2 million
Frequently Asked Questions
CONSOLIDATED CAPITAL MANAGEMENT, LLC 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 #130734), CONSOLIDATED CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CONSOLIDATED CAPITAL MANAGEMENT, LLC is headquartered in BURBANK, CA.
CONSOLIDATED CAPITAL MANAGEMENT, LLC serves 116 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, CONSOLIDATED CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC manages $321 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, CONSOLIDATED CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 884
Discretionary Accounts: 884
Regulatory Filings
CRD Number: 130734
Last Filing Date: 2025-02-27 00:00:00
Website: https://calcapmgt.com