Kaleel Investment Advisors, LLC

Kaleel Investment Advisors, LLC (CRD# 131216) is a financial advisory firm headquartered in Boston, MA. They manage $104,730,388 in 202 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

77 Franklin Street, Suite 501, Boston, MA 02110

https://www.kaleelcompany.com

By the Numbers

Total Assets Under Management

105

MILLION
Total Number of Accounts

202

ACCOUNTS
Average Account Value

$518,467

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Kaleel Investment Advisors, LLC

Showing 1 - 2 of 2 top financial advisors.

Laura S. Alspaugh

CRD#: 873533

77 Franklin Street, Suite 501, Boston, MA 02110

Laura Alspaugh (CRD# 873533) is an Investment Advisor Representative working at Kaleel Investment Advisors, LLC in Boston, MA and has over 7 years of experience in the finance industry.

Muhammed M. Kaleel

CRD#: 263349

77 Franklin St., Suite # 509, Boston, MA 02110

Muhammed Kaleel (CRD# 263349) is an Investment Advisor Representative working at Kaleel Investment Advisors, LLC in Boston, MA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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