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
Kaleel Investment Advisors, LLC
By the Numbers
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Total Assets Under Management105MILLION
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Total Number of Accounts202ACCOUNTS
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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.
MA
Financial Advisors at Kaleel Investment Advisors, LLC
1
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.
2
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.
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