California Capital Advisors Inc

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Assets, Funds, Holdings

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California Capital Advisors Inc
CRD #130734
SEC #801-76714
CIK #1666613
AUM $252.6 MM (100% Disc, 100% US)
Employees8 (50% Investors, 25% Brokers)
Phone818-766-0660
Address4729 Lankershim Blvd
North Hollywood, CA 91602
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
DIA 7.1
AAPL 843,560.0 6.4
BA 226,000.0 6.0
V 341,210.0 5.8
GOOGL 819,810.0 5.0
MSFT 865,660.0 4.9
HD 206,070.0 4.5
UNH 233,310.0 4.4
MMM 119,250.0 4.3
GS 72,170.0 3.8
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Holdings by Sector ($BB)
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Great Companies LLC
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0.3
G A Repple & Company
FL
0.3
Woodstock Wealth Management Inc
GA
0.3
Maximai Investment Partners LLC
FL
0.3
Betterwealth LLC
CA
0.3
CWM Advisors LLC
CA
0.3