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CALIFORNIA CAPITAL MANAGEMENT
2520 West Olive Avenue
Suite 300
Burbank, California 91505
Tel: 818-766-0660
About CALIFORNIA CAPITAL MANAGEMENT
CALIFORNIA CAPITAL MANAGEMENT, formally registered with the SEC as CALIFORNIA CAPITAL MANAGEMENT. The firm was established in 06/08/2012. They have over 1 offices throughout the country.
CALIFORNIA CAPITAL MANAGEMENT is a Burbank, California based Financial Planning firm with nearly $320,956,754 assets under management, offering retirement planning & investment advisory services to 884 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130734 |
| SEC# | 801-76714 |
| Assets Managed by Firm | $320,956,754 |
| No. of Clients | 884 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 884 | $320,956,754 |
| Individuals (other than high net worth individuals) | 236 | $85,070,743 |
| High net worth individuals | 116 | $226,111,912 |
| Pension and profit sharing plans | 8 | $9,770,291 |
| Corporations or other businesses | Fewer than 5 clients | $3,808 |
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