Cavalot Capital
Cavalot Capital (CRD# 312088) is a financial advisory firm headquartered in Truckee, CA. They manage $43,917,324 in 141 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management44MILLION
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Total Number of Accounts141ACCOUNTS
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Average Account Value$311,470
- 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
- Selection of other advisers (including private fund managers)
- Other
CA, LA, OR
Dorothy Palfini (CRD# 1537702) is an Investment Advisor Representative working at Cavalot Capital in Redding, CA and has over 23 years of experience in the finance industry.
Theodore Palfini (CRD# 1706193) is an Investment Advisor Representative working at Cavalot Capital in Redding, CA and has over 14 years of experience in the finance industry.
Damian Palfini (CRD# 5652126) is an Investment Advisor Representative working at Cavalot Capital in Truckee, CA and has over 15 years of experience in the finance industry.