Caleo Capital N.a. LLC
Caleo Capital N.a. LLC (CRD# 308542) is a financial advisory firm headquartered in Ponte Vedra, FL. They manage $29,100,000 in 76 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management29MILLION
-
Total Number of Accounts76ACCOUNTS
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Average Account Value$382,895
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, TX
Financial Advisors at Caleo Capital N.a. LLC
1
Daryl Bartkunsky (CRD# 7861383) is an Investment Advisor Representative working at Caleo Capital N.a. LLC in Ponte Vedra, FL and has 1 year of experience in the finance industry.
2
Sheldon-scott Halcrow (CRD# 7429895) is an Investment Advisor Representative working at Caleo Capital N.a. LLC in Ponte Vedra, FL and has over 2 years of experience in the finance industry.
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