Caligiuri Financial

Company Description (LinkedIn): Caligiuri Financial is a Fee-Only Financial Planning and Investment Management firm serving in a fiduciary capacity.

• ⏳ Active Since: 2015
• 📍 Location: Grandview Heights, OH
• 🔢 Employee Count: 1
• 👥 Followers: 11

From WCI application:

• Services Offered: Services: Financial planning, investment management
• View full WCI application 🔗

From SEC filings:

💁 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

💲 Compensation Options

• A percentage of assets under your management
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 20
• 🧾 Number of accounts: 335
• 🛍 Average Account Size: $58,426

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.caligiurifinancial.com