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
By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Kalinowsky Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Mark Kalinowsky, financial advisor San Jose CA
Mark W. Kalinowsky
CRD#: 4874328
San Jose, CA

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, financial advisor San Jose CA
Vita Piazza
CRD#: 1762396
San Jose, CA

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.

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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