Gregory
Kallus
Calderwood Financial Strategies, Inc
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About this Advisor
Gregory Kallus is a financial advisor operating in Houston, Texas. Kallus is an advisor for Calderwood Financial Strategies, Inc. Over the course of their career, Kallus has held roles at Invesco Advisers, Inc, Paychex, Inc, Paychex Securities Corporation, Calderwood Financial Strategies, A I M Distributors, Inc, Ascensus, Inc, Ascensus Financial Services, LLC, Ascensus Broker Dealer Services, LLC, Callaway Financial Services Inc, Silver Star Financial Group, Unemlpoyed, World Financial Group, Mdx Wealth Management, Huckin Financial Group, Inc and Saxon Financial Group. Kallus holds Series 63 and Series 66 licenses, designating them as a securities agent, and can serve investors in Texas. Calderwood Financial Strategies, Inc is a registered investment firm operating out of Houston, TX. It handles $161 million in total assets across its 50 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 50 accounts, 36% belong to high-net-worth individuals who have more than $1 million in assets. The company provides a few services, such as portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely vary depending on which services the firm provides the client. However, fees billed by Calderwood Financial Strategies, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Calderwood Financial Strategies, Inc Brokerage Details
$161,268,917
1
50
$3,225,378
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Gregory Kallus Work History
Gregory has been registered as a financial advisor for 0 years.*
Calderwood Financial Strategies
Silver Star Financial Group
Huckin Financial Group, Inc
Saxon Financial Group
Callaway Financial Services Inc
Mdx Wealth Management
World Financial Group
Ascensus Broker Dealer Services, LLC
Unemlpoyed
Ascensus, Inc
Ascensus Financial Services, LLC
Paychex, Inc
Paychex Securities Corporation
Invesco Advisers, Inc
A I M Distributors, Inc
*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 Gregory Kallus 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 Calderwood Financial Strategies, Inc
Houston, TX
Houston, TX
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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