Caligiuri Financial
Caligiuri Financial (CRD# 297196) is a financial advisory firm headquartered in , . They manage $24,015,438 in 366 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Caligiuri Financial
By the Numbers
-
Total Assets Under Management24MILLION
-
Total Number of Accounts366ACCOUNTS
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Average Account Value$65,616
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OH
Financial Advisors at Caligiuri Financial
1
Michael Caligiuri De Jesus (CRD# 6209315) is an Investment Advisor Representative working at Caligiuri Financial in Dublin, OH and has over 11 years of experience in the finance industry.
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