SEC CRD #801-85174
IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators. The firm develops customized, tax-aware, low-cost portfolios using a Core + Satellite investment approach and offers services on fixed, project, ... Currently, Mark is part of Kalinowsky Asset Management, which is located in San Jose, California. The firm has 2 employees and manages assets totaling $223.3 ...
MARK KALINOWSKY
CEO, CCO
📞 (408) 316-6272
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AUM
$254M
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