Callidus Capital Partners LLC

Callidus Capital Partners LLC (CRD# 137732) is a financial advisory firm headquartered in , . They manage $27,500,000 in 57 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $482,456
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, VA

Financial Advisors at Callidus Capital Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Casey Grigg, financial advisor La Canada Flintridge CA
Casey D. Grigg
CRD#: 4158889
La Canada Flintridge, CA

Casey Grigg (CRD# 4158889) is an Investment Advisor Representative working at Callidus Capital Partners LLC in La Canada Flintridge, CA and has over 23 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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