RIA Intel›Advisers›New York›CALCULATED FINANCIAL SOLUTIONS, LLC

CALCULATED FINANCIAL SOLUTIONS, LLC

Advisory

CEDARHURST, NY

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in NY
#5,280
of 5,722 advisers by AUM
Average account
$275K
across 35 accounts
AUM per adviser
$10M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$10M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$10M
Discretionary AUM$10M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients35
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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