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).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $451,198
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 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 18 years of experience in the finance industry.

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