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 a limited liability company that is registered with the SEC and began registration in 2018. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or asset manager. Ownership is identified as a combination of a domestic entity and an individual. The firm is not listed as a capital allocator, is not flagged as an active ESG investor, and is not described as a multi-state adviser, pension consultant, or related adviser. FINTRX does not provide details on the firm’s advisory services, fee structure, or client segments.

Assets & Accounts

Investments & Alternatives

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth