Califano Financial Group
Califano Financial Group (CRD# 138407) is a financial advisory firm headquartered in San Pedro, CA. They manage $43,559,908 in 207 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management44MILLION
-
Total Number of Accounts207ACCOUNTS
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Average Account Value$210,434
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
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Califano Financial Group
1
Cary Schultz (CRD# 5961746) is an Investment Advisor Representative working at Sagepoint Financial, Inc. and Califano Financial Group (CRD# 138407) in San Pedro, CA and has over 4 years of experience in the finance industry.
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