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KALINOWSKY ASSET MANAGEMENT

POLLOCK INVESTMENT ADVISORY CORPORATION

CRD 137393 · SEC 801-85174

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$253.8M

Discretionary AUM

$253.8M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-19

Disciplinary history

No

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals30$18.2M
High net worth individuals51$226.0M

States served

CA

Official SEC filing: View on IAPD