CALE FINANCIAL MANAGEMENT, INC.
CRD #145671 SEC #801-113552 KULA, HI (808) 214-5012
SEC Registered
Total AUM
$136.6M
Discretionary
$136.6M
Employees
2
Clients
--
Accounts
242
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2020 | $136.6M | $136.6M | $0 | 2 | 0 |
| May 2020 | $136.6M | $136.6M | $0 | 2 | 0 |
| Apr 2019 | $105.8M | $105.8M | $0 | 2 | 0 |
| Mar 2019 | $105.8M | $105.8M | $0 | 2 | 0 |
| Mar 2019 | $105.8M | $105.8M | $0 | 2 | 0 |
| Dec 2018 | $106.7M | $106.7M | $0 | 3 | 0 |
| Jun 2018 | $113.4M | $112.2M | $1.1M | 3 | 0 |
DateMay 2020
Total AUM$136.6M
Discretionary$136.6M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$136.6M
Discretionary$136.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2019
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees2
Clients0
DateDec 2018
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$113.4M
Discretionary$112.2M
Non-Disc.$1.1M
Employees3
Clients0