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CALCULATED FINANCIAL SOLUTIONS, LLC
CRD 140028
525 CHESTNUT STREET, SUITE 205, CEDARHURST, NY, 11516, United States
Phone
(718) 336-8842
Fax
(718) 336-8843
Registration
— (—)
Source
State registered
Total AUM
$9.6M
Discretionary AUM
$9.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $9.6M |
All web addresses on file
Official SEC filing: View on IAPD