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CALAMITA WEALTH MANAGEMENT INC.
CALAMITA WEALTH MANAGEMENT INC.
CALAMITA WEALTH MANAGEMENT
CHARLOTTE, North Carolina
·
1 registered advisor
·
CRD# 153316
SEC# 801-128939
0
704-276-7325
01
Firm Overview
AUM
$109M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CALAMITA WEALTH MANAGEMENT INC.
1 registered advisor
Todd Douglas Calamita
CHARLOTTE, North Carolina
CRD# 3204341
05
Office Locations
CHARLOTTE, North Carolina
1 advisor
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Data sourced from SEC Form ADV filings. CALAMITA WEALTH MANAGEMENT INC. (CRD# 153316) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.