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CRD#: 291333
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

KAL CAPITAL MARKETS LLC is located at 3738 Bayer Avenue Suite 103, Long Beach, CA 90808 and was first established at Los Angeles, California in 12/19/2016. After operating for 9 years, KAL CAPITAL MARKETS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of KAL CAPITAL MARKETS LLC’s clients are individuals and 0% of their clients are high net worth individuals. KAL CAPITAL MARKETS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at KAL CAPITAL MARKETS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access KAL CAPITAL MARKETS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at KAL CAPITAL MARKETS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for KAL CAPITAL MARKETS LLC Comes From

Understanding the Statistics for KAL CAPITAL MARKETS LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
3738 Bayer Avenue Suite 103, Long Beach, CA 90808
Mailing Address
3738 Bayer Avenue Suite 103, Long Beach, CA 90808
Firm Size
Small
Phone Number
(949) 404-4203
Established
California since 12/19/2016
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
GALLP LIVING TRUSTOWNER
MURPHY, RYAN MMANAGING MEMBER5183659
BOHN, TREVOR THOMASGALLP LIVING TRUST - TRUSTEE4516388
BOHN, TREVOR THOMASMANAGING MEMBER & CCO4516388
DONNER, AMANDA NOELLEGALLP LIVING TRUST- TRUSTEE6915551
THORNTON, STEVEN LEEFINOP4496384

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Advisor's working at KAL CAPITAL MARKETS LLC

PW

Paul Thomas Weisbrich

Paul Thomas Weisbrich
RR
CRD#: 2371953
Location:
Long Beach, CA 90808
Company:
KAL CAPITAL MARKETS LLC
Disclosures:
Experience:
32 years
View Profile
ST

Steven Lee Thornton

Steve Lee Thornton
RR
CRD#: 4496384
Location:
Pasadena, CA 91101
Company:
THE SPARTAN GROUP
Disclosures:
Experience:
26 years
View Profile
TB

Trevor Thomas Bohn

RR
CRD#: 4516388
Location:
Long Beach, CA 90808
Company:
KAL CAPITAL MARKETS LLC
Disclosures:
Experience:
23 years
View Profile
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