K
CRD: 137393
Kalinowsky Asset Management
SAN Jose, CA
4083166272
$253.8M Total AUM
$253.8M Disc. AUM
14.0% 3Y CAGR
2 Employees
81 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-21-2008
- Office Locations
- 1
Office Locations
-- SAN Jose CA
About Kalinowsky Asset Management
Kalinowsky Asset Management is a SAN Jose-based RIA. The firm has been operating for 18 years. Managing $253.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$253.8M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
9.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
18yrs Firm Age
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Owner & Executives
M
MARK WILLIAM KALINOWSKY
Chief Compliance Officer, President
- CRD
- #4874328
- Ownership
- 75% or more
(465) 873-2821
prime.bridge@fusioncapital.com
in linkedin.com/in/signal-wave
Showing 1 of 1 owners & executives
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V
VITA PIAZZA
President
- CRD
- #1762396
(648) 446-1080
zenith.wave@embercapital.com
in linkedin.com/in/vector-insight
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $253,800,000 | $1,180,465 |
| Non-Discretionary | $0 | -- |
| Total | $253,800,000 | $1,180,465 |
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Separately Managed Accounts
Total SMA Asset: $253,800,000
Public Funds:
19.7% Municipal Bonds:
11.0% Cash:
15.9% Equity - Exchange:
15.0% U.S. Government/Agency:
26.4% Corporate - Investment Grade:
12.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,243,795,808 | 19.7% |
| Municipal Bonds | $694,505,274 | 11.0% |
| Cash | $1,003,875,805 | 15.9% |
| Equity - Exchange | $947,052,646 | 15.0% |
| U.S. Government/Agency | $1,666,812,657 | 26.4% |
| Corporate - Investment Grade | $757,642,117 | 12.0% |
| Total | $6,313,684,307 | 100.0% |