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CALE FINANCIAL MANAGEMENT LLC
CALE FINANCIAL MANAGEMENT LLC
KULA, Hawaii
·
1 registered advisor
·
CRD# 309069
SEC# 801-118879
0
(808) 214-5012
01
Firm Overview
AUM
$137M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at CALE FINANCIAL MANAGEMENT LLC
1 registered advisor
Bennett William Cale
KULA, Hawaii
CRD# 3074179
05
Office Locations
KULA, Hawaii
1 advisor
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Data sourced from SEC Form ADV filings. CALE FINANCIAL MANAGEMENT LLC (CRD# 309069) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.