The Kalish Group
RIAState Registered
Total AUM
$29.1M
Discretionary
$29.1M
100% of AUM
Avg account
$428K
Accounts
68
Employees
3
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 328742
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.49%
- Individuals5.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Kalish Group is an independent RIA organized as an LLC and owned by an individual principal. The firm focuses on serving individuals and families through fee-based advisory work, charging fees as a percentage of assets under management. Its core services are financial planning and portfolio management for individuals and small businesses. The adviser is state-registered in California and Illinois and does not market itself as an ESG-focused investor or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Cash & Cash Equivalents26%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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