linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

California Capital Management

Headquartered in BURBANK, CA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

California Capital Management is an investment advisor located in Burbank, California. The firm provides financial planning, pension consulting, and portfolio management for individuals and pension plans. California Capital Management has approximately $300,352,634 in regulatory assets under management.

California Capital Management

2520 WEST OLIVE AVENUE

BURBANK, CA 91505

$300.35M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CALIFORNIA CAPITAL MANAGEMENT has a total of 2 branch locations across the country.
location

NORTH HOLLYWOOD, CA

location

BURBANK, CA

Advisors at California Capital Management

View All 3 Advisors
Unclaimed
Gregory John Zedlar

CFC®, RA

NORTH HOLLYWOOD, CA

View Profile
Unclaimed
Amir Tavakol

RA

View Profile
Unclaimed
Bradley Jay Salo

CFP®, RA

BURBANK, CA

View Profile
Unclaimed
Alexis Cole

CFP®, RA

BURBANK, CA

View Profile
Unclaimed
Emily Elizabeth Logan

CFP®, RA

BURBANK, CA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if California Capital Management is right for you?

Disclosures

There are no public disclosures for California Capital Management.

Frequently Asked Questions (6)

Not sure if California Capital Management is right for you?