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CALIFORNIA CAPITAL MANAGEMENT
CONSOLIDATED CAPITAL MANAGEMENT, LLC
CRD 130734 · SEC 801-76714
2520 WEST OLIVE AVENUE, SUITE 300, BURBANK, CA, 91505, United States
Phone
818-766-0660
Fax
818-766-0770
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$358.4M
Discretionary AUM
$358.4M
Team
12 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 235 | $101.6M |
| High net worth individuals | 112 | $250.2M |
| Pension/profit sharing plans | 5 | $6.6M |
States served
AZ, CA, NV, NY, NC, OR, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD