# CALE FINANCIAL MANAGEMENT, INC.

CALE FINANCIAL MANAGEMENT, INC. of KULA, HI is an SEC-registered investment adviser.

## Registration

- CRD: 145671
- Type: SEC-registered investment adviser
- SEC file number: 801-113552
- Location: 29 KOLONAHE PLACE, KULA, HI, 96790
- Phone: (808) 214-5012
- Latest filing: 2020-05-06
- Regulatory AUM: $136.6M
- Discretionary AUM: $136.6M
- Clients: 2
- Accounts: 242

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| CALE BENNETT WILLIAM | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| ANDERMAN GABRIELLE LEE | SHAREHOLDER | — |
| Hanson Tressa DeLisa | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145671/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145671/similar
- Related entities: https://search.stillhousedata.com/firm/145671/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145671

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.