Caligiuri Financial

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

From WCI application:

From SEC filings:

πŸ’ Advisory Services Offered

πŸ’² Compensation Options


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External Links:

πŸ“ˆ Minimum to Invest:
πŸŽ“ Discounts for Trainees:
πŸ“Š One-time plan creation fee:
πŸ•° Founded: 2015
πŸ‡ΊπŸ‡² SEC Number: 801-76852
πŸ—ƒ CRD Number: 297196
☎ Phone Number: 614 407-4746
πŸ“§ Email:
🐦 Twitter:
🦾 Website Accessibility Score: 90 / 100
βŒ› First Indexed: 2023-02-23
πŸ“° Last Updated: 2023-03-18