Kalorama Wealth Strategies, LLC

Kalorama Wealth Strategies, LLC (CRD# 152375) is a financial advisory firm headquartered in , . They manage $27,200,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://kaloramawealth.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $388,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC

Financial Advisors at Kalorama Wealth Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mitchell Goldstein, financial advisor Washington DC
Mitchell D. Goldstein
CRD#: 2963346
Washington, DC

Mitchell Goldstein (CRD# 2963346) is an Investment Advisor Representative working at Kalorama Wealth Strategies, LLC in Washington, DC and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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