Overview
Assets Under Management: $129 million
Headquarters: PONTE VEDRA BEACH, FL
High-Net-Worth Clients: 110
Average Client Assets: $0.7 million
Frequently Asked Questions
KALOS MANAGEMENT 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 #133025), KALOS MANAGEMENT is subject to fiduciary duty under federal law.
KALOS MANAGEMENT is headquartered in PONTE VEDRA BEACH, FL.
KALOS MANAGEMENT serves 110 high-net-worth clients according to their SEC filing dated March 16, 2023. View client details ↓
According to their SEC Form ADV, KALOS MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
KALOS MANAGEMENT manages $129 million in client assets according to their SEC filing dated March 16, 2023.
According to their SEC Form ADV, KALOS MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.17%
Average Client Assets: $0.7 million
Total Client Accounts: 1,174
Discretionary Accounts: 1,174
Regulatory Filings
CRD Number: 133025
Filing ID: 1710283
Last Filing Date: 2023-03-16 08:42:00