Kalinowsky Asset Management
Kalinowsky Asset Management (CRD# 137393) is a financial advisory firm headquartered in , . They manage $204,200,000 in 206 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Kalinowsky Asset Management
By the Numbers
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Total Assets Under Management204MILLION
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Total Number of Accounts206ACCOUNTS
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Average Account Value$991,262
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Kalinowsky Asset Management
1
Mark Kalinowsky (CRD# 4874328) is an Investment Advisor Representative working at Kalinowsky Asset Management in San Jose, CA and has over 17 years of experience in the finance industry.
2
Vita Piazza (CRD# 1762396) is an Investment Advisor Representative working at Kalinowsky Asset Management in San Jose, CA and has over 34 years of experience in the finance industry.
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