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Building 2KALTBAUM CAPITAL MANAGEMENT

Map pin
Phone407-514-3180
NotebookSEC #801-132465
Total AUM
$110.9M
Employees
2
Clients
227

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 - 5:00
Monday - Friday
Phone
407-514-3180

ReceiptFinancials

Total AUM
$110.9M
Accounts
227
Discretionary
$110.1M
Accounts
193
Non-Discretionary
$781.6K
Accounts
34

ContactClients

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Individual Clients
118
AUM
$12.7M
HNW Individual Clients
109
AUM
$98.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPublications
Other Services
INVESTMENT RESEARCH CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZFLPATX

HandshakeAffiliates

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

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