Kaltbaum Capital Management

Kaltbaum Capital Management (CRD# 123991) is a financial advisory firm headquartered in Orlando, FL. They manage $73,000,000 in 265 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $275,472
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

AZ, CA, DE, FL, IL, MD, NJ, NY, OH, OK, OR, PA, RI, TN, TX, WA

Financial Advisors at Kaltbaum Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Gary B. Kaltbaum
CRD#: 1082074
201 S. Orange Ave., #1017, Orlando, FL 32801
63
Wealthminder
score

Gary Kaltbaum (CRD# 1082074) is an Investment Advisor Representative working at Kaltbaum Capital Management in Orlando, FL and has over 32 years of experience in the finance industry.

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