Calculated Financial Solutions, LLC
Calculated Financial Solutions, LLC (CRD# 140028) is a financial advisory firm headquartered in Cedarhurst, NY. They manage $9,369,256 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Calculated Financial Solutions, LLC
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts32ACCOUNTS
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Average Account Value$292,789
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Calculated Financial Solutions, LLC
1
Barry Picker (CRD# 5112495) is an Investment Advisor Representative working at Calculated Financial Solutions, LLC in Cedarhurst, NY and has 1 year of experience in the finance industry.
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