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Robert Kalman

MIRAMAR CAPITAL LLC·NORTHBROOK, Illinois
Unclaimed Profile
666 DUNDEE ROAD, NORTHBROOK, IL 60062CRD# 1841415Firm CRD# 290909
01

About

Robert Kalman is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with MIRAMAR CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MIRAMAR CAPITAL LLC
MIRAMAR CAPITAL
AUM
$491M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MIRAMAR CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1841415
Firm CRD# 290909
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Kalman offer?
Robert Kalman specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Robert Kalman's credentials?
Robert Kalman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Kalman located?
Robert Kalman is based in NORTHBROOK, Illinois, working with MIRAMAR CAPITAL LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Robert Kalman charge for services?
Robert Kalman'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 MIRAMAR CAPITAL LLC?
MIRAMAR CAPITAL LLC has approximately 6 employees and manages $491M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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