Overview
Assets Under Management: $145 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 55
Average Client Assets: $2.5 million
Frequently Asked Questions
KALEEL INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131216), KALEEL INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
KALEEL INVESTMENT ADVISORS, LLC is headquartered in BOSTON, MA.
KALEEL INVESTMENT ADVISORS, LLC serves 55 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, KALEEL INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
KALEEL INVESTMENT ADVISORS, LLC manages $145 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, KALEEL INVESTMENT ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.62%
Average Client Assets: $2.5 million
Total Client Accounts: 189
Discretionary Accounts: 6
Non-Discretionary Accounts: 183
Regulatory Filings
CRD Number: 131216
Filing ID: 2063377
Last Filing Date: 2026-03-06 16:24:13