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Mark William Kalinowsky

POLLOCK INVESTMENT ADVISORY CORPORATION·PORTOLA VALLEY, California
Series 7, Series 66Clean record19 years registeredPOLLOCK INVESTMENT ADVISORY CORPORATION
150 PORTOLA ROAD, PORTOLA VALLEY, CA 94028CRD# 4874328Firm CRD# 137393

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark William Kalinowsky · PORTOLA VALLEY, CA
Registration
CRD #4874328 · POLLOCK INVESTMENT ADVISORY CORPORATION · 19 years registered
Brand Profile
Not yet started
01

Career History

KALINOWSKY ASSET MANAGEMENT
Nov 2016 – present
POLLOCK INVESTMENT ADVISORY CORPORATION
Oct 2014 – Sep 2015
PORTOLA VALLEY, CA
POLLOCK INVESTMENT ADVISORY CORPORATION
May 2013 – Mar 2014
PORTOLA VALLEY, CA
LWI FINANCIAL INC.
Dec 2006 – Dec 2010
SAN JOSE, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · December 4, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
POLLOCK INVESTMENT ADVISORY CORPORATION
CRD 137393 · SEC 801-85174
AUM
$204M
Regulatory assets under management
Employees
2
206 client accounts
Services offered by POLLOCK INVESTMENT ADVISORY CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at POLLOCK INVESTMENT ADVISORY CORPORATION →
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05

Frequently Asked Questions

What services does Mark William Kalinowsky offer?
Mark William Kalinowsky specializes in Financial Planning, Investment Management. Contact their office in PORTOLA VALLEY, California for a consultation.
What are Mark William Kalinowsky's credentials?
Mark William Kalinowsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark William Kalinowsky located?
Mark William Kalinowsky is based in PORTOLA VALLEY, California, working with POLLOCK INVESTMENT ADVISORY CORPORATION. Their office serves clients in the PORTOLA VALLEY metropolitan area and surrounding communities.
How does Mark William Kalinowsky charge for services?
Mark William Kalinowsky's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POLLOCK INVESTMENT ADVISORY CORPORATION?
POLLOCK INVESTMENT ADVISORY CORPORATION has approximately 2 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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