Poulos Advisors, Inc.
Poulos Advisors, Inc. (CRD# 141905) is a financial advisory firm headquartered in South Burlington, VT. They manage $25,212,519 in 175 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts175ACCOUNTS
Average Account Value$144,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, NH, NV, VT
Kyle Abrahamovich (CRD# 4736078) is an Investment Advisor Representative working at Poulos Advisors, Inc. in South Burlington, VT and has over 14 years of experience in the finance industry.
Beth Wilson (CRD# 5847933) is an Investment Advisor Representative working at Poulos Advisors, Inc. in South Burlington, VT and has over 7 years of experience in the finance industry.