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
By the Numbers
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Total Assets Under Management100MILLION
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Total Number of Accounts199ACCOUNTS
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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

Registered Investment Advisor
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.
1
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.
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