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Building 2KALINOWSKY ASSET MANAGEMENT

Map pin
Phone408-316-6272
NotebookSEC #801-85174
Total AUM
$253.8M
Employees
2
Clients
83

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
408-316-6272

ReceiptFinancials

Total AUM
$253.8M
Accounts
215
Discretionary
$253.8M
Accounts
215
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$18.2M
HNW Individual Clients
51
AUM
$226M
Pension/Profit Sharing Plan Clients
1
AUM
$3.4M
Corporation or Business Clients
1
AUM
$6.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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