Kalorama Wealth Strategies, LLC
Kalorama Wealth Strategies, LLC (CRD# 152375) is a financial advisory firm headquartered in , . They manage $27,200,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Kalorama Wealth Strategies, LLC
By the Numbers
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Total Assets Under Management27MILLION
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Total Number of Accounts70ACCOUNTS
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Average Account Value$388,571
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC
Financial Advisors at Kalorama Wealth Strategies, LLC
1
Mitchell Goldstein (CRD# 2963346) is an Investment Advisor Representative working at Kalorama Wealth Strategies, LLC in Washington, DC and has over 26 years of experience in the finance industry.
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