Overview
Assets Under Management: $1.4 billion
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 7
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.82
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 2,322
Discretionary Accounts: 2,322
Regulatory Filings
CRD Number: 149108
Filing ID: 1953883
Last Filing Date: 2025-03-19 13:28:00
Website: https://telosinc.com