Alexandra Kantalis, financial advisor Houston TX
90 score

Alexandra Kantalis

CRD Number: 6029420
Current Firm: Salient Private Client, LLC

Alexandra Kantalis (CRD# 6029420) is an Investment Advisor Representative working at Salient Private Client, LLC in Houston, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Salient Private Client, LLC Houston, TX Aug 2017 - Current < 1
Salient Partners, LP Houston, TX Jun 2011 - Current 6
Salient Capital Advisors, LLC Houston, TX Feb 2012 - Oct 2017 5
Sanders Morris Harris Houston, TX May 2011 - Jun 2011 < 1
College Of Charleston Charleston, SC Aug 2007 - May 2011 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Alexandra M. Kantalis
Phone Number: 713-993-4675
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,123
    MILLIONS
  • Total Number of Accounts
    2,551
    ACCOUNTS
  • Average Account Value
    $832,301
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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