Kalorama Wealth Strategies, LLC

Kalorama Wealth Strategies, LLC (CRD# 152375) is a financial advisory firm headquartered in , . They manage $13,052,000 in 71 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $183,831
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC

Financial Advisors at Kalorama Wealth Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mitchell D. Goldstein
CRD#: 2963346
Washington, DC
101
Wealthminder
score

Mitchell Goldstein (CRD# 2963346) is an Investment Advisor Representative working at Kalorama Wealth Strategies, LLC in Washington, DC and has over 19 years of experience in the finance industry. Mitchell Goldstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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