Mark Kalinowsky
Kalinowsky Asset Management · San Jose, California
Mark Kalinowsky is a fee-only financial advisor at Kalinowsky Asset Management in San Jose, California. Kalinowsky Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Kalinowsky Asset Management |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $253.8M across 215 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4874328 |
| Exams passed | Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Mark's firm compares
- Kalinowsky Asset Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 215 accounts).
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Questions about Mark
Is Mark Kalinowsky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Kalinowsky Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Kalinowsky Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Mark Kalinowsky based?
Mark Kalinowsky is based in San Jose, California.
Is Mark Kalinowsky registered with the SEC?
Yes. Mark Kalinowsky is registered as an investment adviser representative in CA (CRD 4874328), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kalinowsky Asset Management manage?
Kalinowsky Asset Management reports $253.8M across 215 accounts in assets under management.
How do I contact Mark Kalinowsky?
Contact details aren't on file yet. Search for Kalinowsky Asset Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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