CALTIER ADVISORS, LLC
Firm details
- Headquarters
- POWAY, California
- CRD number
- 317263
- Registered since
- February 14, 2023
- Website
- www.caltier.fund
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Caltier Advisors, LLC is a limited liability company that operates as a registered investment advisor, having received its SEC registration in 2023. The firm primarily serves individual and family clients, focusing on portfolio management for pooled investment vehicles. Caltier Advisors employs a fee structure based on a percentage of assets under management (AUM). While the firm does not actively engage in ESG investing, it has established itself as a player in the financial advisory landscape, offering tailored investment strategies to its clientele.
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
- Other65%
- Non-Exchange Traded Equities26%
- Cash & Cash Equivalents6%
- Private Funds3%
Owners & executives
3 of 3PARKER SMITH
Co-Founder & COOCRD 7514097
MATTHEW BELCHER
Co-Founder & CEOCRD 7514126
TRAVIS HOOK
Co-Founder and Chief Investment OfficerCRD 7514142
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
POWAY, CA
SAN DIEGO
Location
POWAY, CA
Headquartered in POWAY, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 14269 Danielson St
- Time zone
- PT (UTC-8)
- Office locations
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