KAL Capital Markets LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Long Beach, California
CRD number
291333
Registered since
February 28, 2018

Firm profile

FINTRX

Overview

KAL Capital Markets LLC is organized as a limited liability company and is classified in the record as an investment bank. The firm’s SEC registration dates to 2018. Ownership is listed as a mix of a domestic entity and an individual. The FINTRX record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Core details about its business lines, advisory activities, client types, and fee schedules are not included in the available profile, which limits visibility into the firm’s operating model and product or service mix.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 11
  • Trevor McKinnon

    Trevor McKinnon

    DirectorCRD 6933402

  • William Connelly

    William Connelly

    Vice President, Business DevelopmentCRD 7331221

  • Amir Ragui

    Amir Ragui

    Registered RepresentativeCRD 6616313

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Long Beach, CA

Los Angeles

Location

Long Beach, CA

Headquartered in Long Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
5354 E 2nd St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth