Overview
Assets Under Management: $150 million
Headquarters: SOUTH BURLINGTON, VT
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Frequently Asked Questions
POULOS ADVISORS, INC. 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 #141905), POULOS ADVISORS, INC. is subject to fiduciary duty under federal law.
POULOS ADVISORS, INC. is headquartered in SOUTH BURLINGTON, VT.
POULOS ADVISORS, INC. serves 55 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, POULOS ADVISORS, INC. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
POULOS ADVISORS, INC. manages $150 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, POULOS ADVISORS, INC. 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, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.70
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 319
Discretionary Accounts: 319
Regulatory Filings
CRD Number: 141905
Filing ID: 2046499
Last Filing Date: 2026-02-05 17:23:58