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Building 2CALCAGNINI WEALTH MANAGEMENT, LLC

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Phone310-622-1287
NotebookSEC #801-112798
Total AUM
$38.9M
Employees
1
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
310-622-1287
Other Offices
1

ReceiptFinancials

Total AUM
$38.9M
Accounts
125
Discretionary
$32M
Accounts
103
Non-Discretionary
$6.9M
Accounts
22

ContactClients

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Individual Clients
6
AUM
$434.7K
HNW Individual Clients
30
AUM
$36.8M
Pension/Profit Sharing Plan Clients
8
AUM
$1.6M
Charitable Organization Clients
1
AUM
$22.7K
Corporation or Business Clients
1
AUM
$41.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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