Cale Financial Management, Inc.
Cale Financial Management, Inc. (CRD# 145671) is a financial advisory firm headquartered in Kula, HI. They manage $136,649,000 in 242 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Cale Financial Management, Inc.
By the Numbers
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Total Assets Under Management137MILLION
-
Total Number of Accounts242ACCOUNTS
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Average Account Value$564,665
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, HI
Financial Advisors at Cale Financial Management, Inc.
No Advisor Found.
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