Investment adviser · CRD 317263
CALTIER ADVISORS, LLC
Investment adviser filing (IA)
POWAY, CA, United States · Form ADV filed Oct 20, 2025
- Regulatory AUM
- $6.88M Form ADV · Item 5.F
- Client accounts
- 2,304 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 2,304 | $6,883,300 | 100.0% |
Filing source
Form ADV 2022720 · Oct 20, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 20, 2025. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets
Principal office
14269 DANIELSON ST.POWAY, CA, 92064, United States
CRD 317263
Filing source
Form ADV 2022720 · Oct 20, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.