California Capital Management
California Capital Management (CRD# 130734) is a financial advisory firm headquartered in North Hollywood, CA. They manage $242,661,835 in 1,138 accounts and serve the financial needs of clients across 8 states (or territories).
-
Total Assets Under Management243MILLION
-
Total Number of Accounts1,138ACCOUNTS
-
Average Account Value$213,235
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, HI, NV, OR, TX, WA
Alexis Cole (CRD# 4794870) is an Investment Advisor Representative working at California Capital Management in North Hollywood, CA and has over 15 years of experience in the finance industry. Alexis Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Emily Logan (CRD# 5197746) is an Investment Advisor Representative working at California Capital Management in North Hollywood, CA and has over 9 years of experience in the finance industry. Emily Logan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bradley Salo (CRD# 1674662) is an Investment Advisor Representative working at California Capital Management in North Hollywood, CA and has over 22 years of experience in the finance industry. Bradley Salo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory Zedlar (CRD# 2004286) is an Investment Advisor Representative working at California Capital Management in North Hollywood, CA and has over 16 years of experience in the finance industry.