THE KALISH GROUP

THE KALISH GROUP is an SEC-registered investment adviser (CRD 328742). Regulatory assets under management: $29.1M.

Registration

• CRD: 328742
• Type: Registered investment adviser
• Phone: 630-492-0725
• Latest filing: 2026-06-29
• Regulatory AUM: $29.1M
• Discretionary AUM: $29.1M
• Clients: 3
• Accounts: 68

Business model

Compensation: % of AUM.

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 328742 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search