Khalis Financial Advisors LLC
Khalis Financial Advisors LLC (CRD# 323950) is a financial advisory firm headquartered in , . They manage $32,538 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Khalis Financial Advisors LLC
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$32,538
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
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.
CA
Financial Advisors at Khalis Financial Advisors LLC
1
Dalbir Gill (CRD# 5146742) is an Investment Advisor Representative working at Khalis Financial Advisors LLC in Dublin, CA and has 1 year of experience in the finance industry.
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