Caligiuri Financial

Caligiuri Financial (CRD# 297196) is a financial advisory firm headquartered in , . They manage $24,015,438 in 366 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://caligiurifinancial.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $65,616
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OH

Financial Advisors at Caligiuri Financial
Showing 1 - 1 of 1 top financial advisors.
1
Michael Caligiuri De Jesus, financial advisor Dublin OH
Michael R. Caligiuri De Jesus
CRD#: 6209315
Dublin, OH

Michael Caligiuri De Jesus (CRD# 6209315) is an Investment Advisor Representative working at Caligiuri Financial in Dublin, OH and has over 11 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals