1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CALE FINANCIAL MANAGEMENT, INC.

Map pinKULA, HI
Phone(808) 214-5012
NotebookSEC #801-113552
Total AUM
$136.6M
Employees
2
Clients
68

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
29 KOLONAHE PLACE
KULA
HI 96790
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
(808) 214-5012

ReceiptFinancials

Total AUM
$136.6M
Accounts
242
Discretionary
$136.6M
Accounts
242
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
57
AUM
$32.2M
HNW Individual Clients
11
AUM
$104.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account