Mark
Kalinowsky
Kalinowsky Asset Management
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About this Advisor
Mark Kalinowsky is a financial advisor who works in San Jose, California with a total of 7 years of relevant experience. Kalinowsky is an employee of Kalinowsky Asset Management. During their career, Kalinowsky has held roles at Pollock Financial Group, M Holdings Securities, Inc and Pollock Investment Advisory Corp. Dba As Kamcorp. Kalinowsky holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Kalinowsky Asset Management is a business operating in San Jose, California. It has $173 million in assets across its 200 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 200 customer accounts, 47% are held by high-net-worth clients who have more than $1 million in assets. Kalinowsky Asset Management provides a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically are based on which services are provided. However, fees billed by Kalinowsky Asset Management may include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kalinowsky Asset Management Brokerage Details
$173,000,600
2
200
$865,003
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mark Kalinowsky Work History
Mark has been registered as a financial advisor for 7 years.*
Pollock Investment Advisory Corp. Dba As Kamcorp
Pollock Financial Group
M Holdings Securities, Inc
Pollock Financial Group
*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 Mark Kalinowsky 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 Kalinowsky Asset Management
San Jose, CA
San Jose, 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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