Kalinowsky Asset Management

Kalinowsky Asset Management (CRD# 137393) is a financial advisory firm headquartered in Portola Valley, CA. They manage $136,400,000 in 175 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $779,429
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
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.

CA

Financial Advisors at Kalinowsky Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Mark W. Kalinowsky
CRD#: 4874328
150 Portola Road, Portola Valley, CA 94028
93
Wealthminder
score

Mark Kalinowsky (CRD# 4874328) is an Investment Advisor Representative working at Kalinowsky Asset Management in Portola Valley, CA and has over 11 years of experience in the finance industry.

2
Vita Piazza
CRD#: 1762396
150 Portola Road, Portola Valley, CA 94028
93
Wealthminder
score

Vita Piazza (CRD# 1762396) is an Investment Advisor Representative working at Kalinowsky Asset Management in Portola Valley, CA and has over 28 years of experience in the finance industry.

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