Bradley
Salo
California Capital Management
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About this Advisor
Bradley Salo is a certified financial planner working in Sherman Oaks, California with a total of 19 years of relevant experience. Salo is on the advisory team at California Capital Management. Their career trajectory has included roles at Linsco/Private Ledger, California Capital Management and Purshe Kaplan Sterling Investments. Salo maintains a Series 63 license, certifying them as a securities broker, and is able to operate in Arizona, California and Florida. California Capital Management is an advisory company operating out of Sherman Oaks, CA. It oversees $260 million in assets among its 1,136 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,136 customer accounts, 26% are associated with high-net-worth investors who have greater than $1 million in investable assets. California Capital Management offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice vary depending on the services offered. Fee types billed by California Capital Management most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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California Capital Management Brokerage Details
$259,475,475
10
1,136
$228,412
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Bradley Salo Work History
Bradley has been registered as a financial advisor for 19 years.*
Purshe Kaplan Sterling Investments
California Capital Management
Linsco/Private Ledger
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bradley Salo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at California Capital Management
Sherman Oaks, CA
Sherman Oaks, CA
North Hollywood, CA
Sherman Oaks, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
