Be advised. This firm is no longer registered.

Kalos Management

Kalos Management (CRD# 133025) is a financial advisory firm headquartered in Ponte Vedra Beach, FL. They manage $128,562,434 in 1,174 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    1,174
    ACCOUNTS
  • Average Account Value
    $109,508
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, GA, IN, MD, SC, VA

Financial Advisors at Kalos Management
No Advisor Found.
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