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Building 2KALTBAUM CAPITAL MANAGEMENT

Map pinORLANDO, FL
Phone407-514-3180
NotebookSEC #801-71741
Total AUM
$43.4M
Employees
2
Clients
228

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 S ORANGE AVE.
STE. 1017
ORLANDO
FL 32801
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
407-514-3180

ReceiptFinancials

Total AUM
$43.4M
Accounts
228
Discretionary
$42M
Accounts
210
Non-Discretionary
$1.4M
Accounts
18

ContactClients

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Individual Clients
206
AUM
$21.4M
HNW Individual Clients
22
AUM
$22M

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
AZFLTX

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

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