Consolidated Capital Management is an investment advisor in Burbank with $259.48 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
California Capital Advisors, Inc.
SEC CIK
IRS number
200845756
SEC advisor number
801-76714
FINRA CRD number
130734
AUM ?
$259.48 mm
(as of 13 Apr 23)
Accounts
1,136
(as of 13 Apr 23)
Employees
10
(4 investment advisory or research)
Address
Consolidated Capital Management
4729 LANKERSHIM BLVD
NORTH HOLLYWOOD
CA 91602
4729 LANKERSHIM BLVD
NORTH HOLLYWOOD
CA 91602
Office hours
Monday - Friday, 9AM-5PM
Phone
818.766.0660
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Salo, Bradley, Jay | Chief Investment Officer & Managing Member | 03/2004 | 25-50% |
Cole, Alexis, Irene | Secretary & Managing Member | 02/2021 | 5-10% |
Hemmann, Scott, G | Chief Compliance Officer | 05/2012 | < 5% |
Texas Consolidated Group, LLC | Managing Member | 11/2020 | 25-50% |
Zedlar, Gregory, John | Owner | 11/2020 | > 75% |
Logan, Emily, Elizabeth | Managing Member | 02/2021 | 5-10% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jul 24
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22