Cale Financial Management, Inc.

Cale Financial Management, Inc. (CRD# 145671) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $99,919,613 in 199 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
468 N. Camden Drive, Suite 270p, Beverly Hills, CA 90210
http://www.calefinancialmanagement.com
By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $502,109
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI

Financial Advisors at Cale Financial Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Bennett Cale, financial advisor Beverly Hills CA
Bennett W. Cale
CRD#: 3074179
468 N. Camden Drive, Suite 270p, Beverly Hills, CA 90210
98
Wealthminder
score

Bennett Cale (CRD# 3074179) is an Investment Advisor Representative working at Cale Financial Management, Inc. in Beverly Hills, CA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals