Cale Financial Management, Inc.
Cale Financial Management, Inc. (CRD# 145671) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $75,350,000 in 167 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management75MILLION
Total Number of Accounts167ACCOUNTS
Average Account Value$451,198
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.