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Bennett William Cale

CALE FINANCIAL MANAGEMENT LLC·KULA, Hawaii
Clean recordCALE FINANCIAL MANAGEMENT LLC
29 KOLONAHE PLACE, KULA, HI 96790CRD# 3074179Firm CRD# 309069

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bennett William Cale · KULA, HI
Registration
CRD #3074179 · CALE FINANCIAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bennett William Cale is a registered financial advisor based in KULA, Hawaii, affiliated with CALE FINANCIAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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Firm Overview

Firm
CALE FINANCIAL MANAGEMENT LLC
CALE FINANCIAL MANAGEMENT LLC
AUM
$137M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CALE FINANCIAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Other
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3074179
Firm CRD# 309069
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bennett William Cale offer?
Bennett William Cale specializes in Investment Management, Fee-Only Advisory. Contact their office in KULA, Hawaii for a consultation.
What are Bennett William Cale's credentials?
Bennett William Cale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bennett William Cale located?
Bennett William Cale is based in KULA, Hawaii, working with CALE FINANCIAL MANAGEMENT LLC. Their office serves clients in the KULA metropolitan area and surrounding communities.
How does Bennett William Cale charge for services?
Bennett William Cale's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALE FINANCIAL MANAGEMENT LLC?
CALE FINANCIAL MANAGEMENT LLC has approximately 2 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Hawaii
HONOLULU (134)KAILUA-KONA (3)PUKALAMI (2)KIHEI (1)
City Guides
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Research
Advisor Fees in HawaiiNational Fee Analysis
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