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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Caltier Advisors LLC
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| CRD # | 317263 |
| SEC # | 801-123596 |
| CIK # | |
| AUM | $6.9 M (2025-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 619-354-2527 |
| Address | 14269 Danielson St Poway, CA 92064 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,304 | 6.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,304 | 6.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2,304 | 6.9 |
| Total | 2,304 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.9 | |
| Total | 2,304 | 6.9 |
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|---|---|---|
|
MSA Power Funds LLC
✚
|
NY | 0.0 |
|
MKAM ETF LLC
✚
|
NV | 0.0 |
|
Stonecastle Asset Management LLC
✚
|
NY | 0.0 |
|
Buena Capital Advisors LLC
✚
|
CA | 0.0 |
|
MRWM Capital Management LLC
✚
|
TN | 0.0 |
|
NextGen EMP Inc
✚
|
TX | 0.0 |
|
King Ridge Capital LLC
✚
|
0.0 | |
|
Lodgepine Capital Management Limited
✚
|
0.0 | |
|
Vegtech LLC
✚
|
0.0 | |
|
Parvin Fund Management LLC
✚
|
SD | 0.0 |