Overview
Assets Under Management: $321 million
Headquarters: BURBANK, CA
High-Net-Worth Clients: 116
Average Client Assets: $2 million
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