| Name | Title | Ownership | Since |
|---|---|---|---|
| Caltier Inc. Control | Manager | Over 75% | 2021 |
| James Alfred Jones Control | Chief Compliance Officer | Under 5% | 2021 |
| Matthew David Belcher Control | Executive Officer | Under 5% | 2021 |
Caltier Advisors, LLC reports $6.9 million in regulatory assets under management on its Form ADV.
Caltier Advisors, LLC reports 3 employees.
Caltier Advisors, LLC is based in Poway, CA and has been SEC-registered since 2023.
Caltier Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 14269 Danielson St., Poway, CA 92064 |
| Phone | 619-354-2527 |
| Office hours | 9:00a.m.-5:00p.m. Pst |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $6.9M |
| Total (RAUM) | $6.9M |