C
$6.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
2,304 ADV. Clients
4 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2021
- Office Locations
- 1
Office Locations
14269 Danielson St. Poway CA
About Caltier Advisors, LLC
Caltier Advisors, LLC is a Poway-based RIA. The firm has been operating for 4 years. Managing $6.9M in total assets under management, with 3 advisory representatives.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$3.0K AVG AUM / CLIENT
4.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MATTHEW DAVID BELCHER
--
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
TRAVIS CURRAN HOOK
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- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,883,300 | $2,988 |
| Total | $6,883,300 | $2,988 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - OTC:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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