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Building 2CALIFORNIA CAPITAL MANAGEMENT

Map pinBURBANK, CA
Phone818-766-0660
NotebookSEC #801-76714
Total AUM
$358.4M
Employees
12
Clients
353

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2520 WEST OLIVE AVENUE
SUITE 300
BURBANK
CA 91505
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
818-766-0660

ReceiptFinancials

Total AUM
$358.4M
Accounts
867
Discretionary
$358.4M
Accounts
867
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
235
AUM
$101.6M
HNW Individual Clients
112
AUM
$250.2M
Pension/Profit Sharing Plan Clients
5
AUM
$6.6M
Corporation or Business Clients
1
AUM
$3.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLHINCNVNYORTXWA

HandshakeAffiliates

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

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