The Kalish Group

Overview

The Kalish Group is an independent registered investment adviser operating as an LLC and owned by an individual. The firm serves individual and family clients with fee arrangements based on a percentage of assets under management and focuses on financial planning and portfolio management for individuals and small businesses. Its filings indicate the adviser manages client assets on a discretionary basis and does not identify as an active ESG investor, a pension consultant, or a multi-state adviser. Service scope is relatively concentrated: the firm is not positioned as a capital allocator or as part of a related-adviser structure. Advisory activity centers on customized planning and portfolio oversight rather than institutional consulting or broad product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices