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Kalinowsky Asset Management
Kalinowsky Asset Management is an SEC-registered investment adviser since 2015. The firm manages $254 million in regulatory assets. It has 2 employees and 1...
Kalinowsky Asset Management
Kalinowsky Asset Management is an SEC-registered investment adviser since 2015. The firm manages $254 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
Location
Region
North America
Country
United States
City
San Jose
Corporate office
San Jose, CA, United States
Frequently asked questions
How does Kalinowsky Asset Management charge for its services?
The firm operates under a fee-only advisory model, billing clients directly as a percentage of assets under management. This structure is standard for independent registered investment advisors and contrasts with commission-based models where revenue is tied to product sales. Specific fee schedules are disclosed in the firm's Form ADV, filed with the SEC.
What custodian does Kalinowsky Asset Management use for client assets?
The specific custodial relationship is not publicly disclosed. Independent advisors of this scale commonly custody assets with large third-party platforms such as Charles Schwab, Fidelity, or Pershing, which provide trade execution, safekeeping, and client reporting infrastructure. Client assets should remain segregated in individually titled accounts.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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