CALTIER ADVISORS, LLC
CRD #317263 SEC #801-123596 POWAY, CA 619-354-2527
SEC Registered
Total AUM
$6.9M
Discretionary
$0
Employees
3
Clients
0
Accounts
2,304
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $6.9M | $0 | $6.9M | 3 | 0 |
| Apr 2025 | $6.9M | $0 | $6.9M | 3 | 0 |
| Mar 2024 | $6.9M | $0 | $6.9M | 4 | 0 |
| Feb 2023 | $0 | $0 | $0 | 4 | 0 |
| Feb 2023 | $0 | $0 | $0 | 4 | 0 |
| Jun 2022 | $3M | $1.5M | $1.5M | 4 | 0 |
| May 2022 | $3M | $1.5M | $1.5M | 4 | 0 |
| May 2022 | $3M | $1.5M | $1.5M | 4 | 0 |
| Mar 2022 | $3M | $1.5M | $1.5M | 4 | 0 |
DateOct 2025
Total AUM$6.9M
Discretionary$0
Non-Disc.$6.9M
Employees3
Clients0
DateApr 2025
Total AUM$6.9M
Discretionary$0
Non-Disc.$6.9M
Employees3
Clients0
DateMar 2024
Total AUM$6.9M
Discretionary$0
Non-Disc.$6.9M
Employees4
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$3M
Discretionary$1.5M
Non-Disc.$1.5M
Employees4
Clients0
DateMay 2022
Total AUM$3M
Discretionary$1.5M
Non-Disc.$1.5M
Employees4
Clients0
DateMay 2022
Total AUM$3M
Discretionary$1.5M
Non-Disc.$1.5M
Employees4
Clients0
DateMar 2022
Total AUM$3M
Discretionary$1.5M
Non-Disc.$1.5M
Employees4
Clients0