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).

Current Firm Details
201 S Orange Ave., Ste. 1017, Orlando, FL 32801
http://garyk.com.
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 Kaltbaum, financial advisor Orlando FL
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 33 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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