Cal Financial Group

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

700 Harris St Ste 201, Charlottesville, ...

Phone Number

(434) 817-9390

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 4
Signal Type
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Feb
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Jun
ZI Rank
2
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4

About Cal Financial Group

Cal Financial Group is a privately owned firm that specializes in comprehensive financial management for clients in the entertainment and sports industries, as well as high-net-worth individuals. Established in 2003 and headquartered in Charlottesville, Virginia, the company has expanded to additional offices in New York City, Nashville, and Los Angeles. They offer a wide range of services including income collection, budgeting, financial reporting, and estate planning, ensuring personalized support for clients worldwide. The firm prides itself on building trusted, long-term relationships while providing independent advice free from conflicts of interest.Explore more
Cal Financial Group's Social MediaPopular SearchesCal Financial Group IncStrangely Brown IncCal Financial GroupCal Group IncCal LLCSIC Code 62,628NAICS Code 52,523Show more

Cal Financial Group Org Chart

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Managing Director

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Managing Director

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Senior Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cal Financial Group

<$5M
11-50
Private
<$5M
2003
DG
Daniel GoscombeManaging Director
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
1997
AM
Andrew MurdochPresident CFP
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2015
MJ
Michael JelormineFinancial Founder & Managing Director & Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cal Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cal Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cal Financial Group.

Cal Financial Group financials insights

Gather financial insights about Cal Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$176K

See All Cal Financial Group's Financials Insights

Cal Financial Group Tech Stack

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Frequently Asked Questions Regarding Cal Financial Group

What is Cal Financial Group's official website?
Cal Financial Group's official website is www.calfinancialgroup.com
What is Cal Financial Group's Revenue?
Cal Financial Group's revenue is <$5 Million
What is Cal Financial Group's SIC code?
Cal Financial Group's SIC: 62,628
What is Cal Financial Group's NAICS code?
Cal Financial Group's NAICS: 52,523
How many employees does Cal Financial Group have?
Cal Financial Group has 11-50 employees
What industry does Cal Financial Group belong to?
Cal Financial Group is in the industry of: Finance, Securities Trading
What is Cal Financial Group competition?
Cal Financial Group top competitors include: Southport Station Financial Management, Copper Canyon Wealth Management, Radnor Financial Advisors, Vertex Capital Advisors
What technology does Cal Financial Group use?
Some of the popular technologies that Cal Financial Group uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Microsoft Exchange Online
How do I contact Cal Financial Group?
Cal Financial Group contact info: Phone number: (434) 817-9390 Website: www.calfinancialgroup.com
What does Cal Financial Group do?

Cal Financial Group is a privately owned firm that specializes in comprehensive financial management for clients in the entertainment and sports industries, as well as high-net-worth individuals. Established in 2003 and headquartered in Charlottesville, Virginia, the company has expanded to additional offices in New York City, Nashville, and Los An... geles. They offer a wide range of services including income collection, budgeting, financial reporting, and estate planning, ensuring personalized support for clients worldwide. The firm prides itself on building trusted, long-term relationships while providing independent advice free from conflicts of interest.Read More

What are Cal Financial Group social media links?
Cal Financial Group Linkedin page
Who invested in Cal Financial Group?
Cal Financial Group has 2 investors including PPP and PPP.
Is Cal Financial Group a public company?
Cal Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Cal Financial Group

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