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Mark Joseph Kavaloski

AMERITRUST CAPITAL MANAGEMENT LTD·SANTA YNEZ, California
Unclaimed Profile
3568 SAGUNTO ST, WEST WING, SANTA YNEZ, CA 93460-0900CRD# 2474248Firm CRD# 106378
01

About

Mark Joseph Kavaloski is a registered financial advisor based in SANTA YNEZ, California, affiliated with AMERITRUST CAPITAL MANAGEMENT LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
AMERITRUST CAPITAL MANAGEMENT LTD
AMERITRUST CAPITAL MANAGEMENT LTD
AUM
$63M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at AMERITRUST CAPITAL MANAGEMENT LTD →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2474248
Firm CRD# 106378
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Joseph Kavaloski offer?
Mark Joseph Kavaloski specializes in Investment Management, Wealth Management. Contact their office in SANTA YNEZ, California for a consultation.
What are Mark Joseph Kavaloski's credentials?
Mark Joseph Kavaloski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Joseph Kavaloski located?
Mark Joseph Kavaloski is based in SANTA YNEZ, California, working with AMERITRUST CAPITAL MANAGEMENT LTD. Their office serves clients in the SANTA YNEZ metropolitan area and surrounding communities.
How does Mark Joseph Kavaloski charge for services?
Mark Joseph Kavaloski'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 AMERITRUST CAPITAL MANAGEMENT LTD?
AMERITRUST CAPITAL MANAGEMENT LTD has approximately 1 employees and manages $63M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SANTA YNEZ
John G Grelck — AMERITRUST CAPITAL MANAGEMENT LTD
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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