CALPA ADVISORS LLC
CRD #318008 SEC #801-131087 KIRKLAND, WA 310-418-1683
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 7, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KENNEDY, MICHAEL, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KENNEDY, MICHAEL, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KENNEDY, MICHAEL, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 7, 2025 REGISTERED
Notice Filings (1)
WA
Address
11250 KIRKLAND WAYSUITE 100
KIRKLAND, WA 98033
United States
Phone: 310-418-1683