CALCULATED FINANCIAL SOLUTIONS, LLC

CALCULATED FINANCIAL SOLUTIONS, LLC of CEDARHURST, NY is an SEC-registered investment adviser (CRD 140028). Regulatory assets under management: $9.6M.

Registration

• CRD: 140028
• Type: Registered investment adviser
• Location: 525 CHESTNUT STREET, CEDARHURST, NY, 11516
• Phone: (718) 336-8842
• Latest filing: 2026-03-11
• Regulatory AUM: $9.6M
• Discretionary AUM: $9.6M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140028 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search