Calvin
Hedman
Catalina Capital Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Calvin Hedman is a financial advisor who works out of Torrance, California with 6 years of relevant experience. Hedman currently works for Catalina Capital Group, LLC. During their career, the advisor has held roles at Hedman Partners, Ppima, LLC, Hedman M&A Advisors, Enright Premier Wealth Advisors, Inc, Pima, LLC, Raliegh Hedman Insurance Services, Inc, S.C. Business Promotions and Catalina Capital Group LLC. Hedman has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Catalina Capital Group, LLC is a company that has its headquarters in Torrance, CA. It manages $395 million in assets under management across its 541 client accounts, making it one of the larger firms in the country by assets under management. Of its 541 customer accounts, 40% are held by high-net-worth clients who have at least $1 million in investable assets. Catalina Capital Group, LLC has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees are based on the type of services offered. However, fees charged by Catalina Capital Group, LLC can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Catalina Capital Group, LLC Brokerage Details
$394,637,096
5
541
$729,459
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Calvin Hedman Work History
Calvin has been registered as a financial advisor for 6 years.*
Catalina Capital Group LLC
Enright Premier Wealth Advisors, Inc
Hedman M&A Advisors
S.C. Business Promotions
Raliegh Hedman Insurance Services, Inc
Hedman Partners
Ppima, LLC
Pima, LLC
*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 Calvin Hedman 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 Catalina Capital Group, LLC
Torrance, CA
Torrance, CA
Torrance, CA
Torrance, CA
Torrance, CA
Torrance, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.