Califano Financial Group

Califano Financial Group (CRD# 138407) is a financial advisory firm headquartered in San Pedro, CA. They manage $43,559,908 in 207 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
755 W. Ninth Street, San Pedro, CA 90731
http://www.califanofinancialgroup.com
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $210,434
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Califano Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Cary Schultz, financial advisor San Pedro CA
Cary Schultz
CRD#: 5961746
755 W. Ninth Street, San Pedro, CA 90731

Cary Schultz (CRD# 5961746) is an Investment Advisor Representative working at Sagepoint Financial, Inc. and Califano Financial Group (CRD# 138407) in San Pedro, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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