Kalo Capital Management, LLC
Kalo Capital Management, LLC (CRD# 157232) is a financial advisory firm headquartered in San Diego, CA. They manage $4,480,455 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Kalo Capital Management, LLC
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts4ACCOUNTS
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Average Account Value$1,120,114
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Kalo Capital Management, LLC
1
Steven Friedman (CRD# 2786608) is an Investment Advisor Representative working at Kalo Capital Management, LLC in San Diego, CA and has over 27 years of experience in the finance industry.
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