Poulos Advisors, Inc.

Poulos Advisors, Inc. (CRD# 141905) is a financial advisory firm headquartered in South Burlington, VT. They manage $109,824,057 in 276 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1233 Shelburne Road, C-4, South Burlington, VT 05403
https://www.linkedin.com/in/kyle-abrahamovich-6a644588/
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $397,913
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
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH, NV, VT

Financial Advisors at Poulos Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kyle Abrahamovich, financial advisor South Burlington VT
Kyle T. Abrahamovich
CRD#: 4736078
1233 Shelburne Road, C-4, South Burlington, VT 05403

Kyle Abrahamovich (CRD# 4736078) is an Investment Advisor Representative working at Poulos Advisors, Inc. in South Burlington, VT and has over 20 years of experience in the finance industry.

2
Beth Wilson, financial advisor South Burlington VT
Beth A. Wilson
CRD#: 5847933
1233 Shelburne Road, C-4, South Burlington, VT 05403

Beth Wilson (CRD# 5847933) is an Investment Advisor Representative working at Poulos Advisors, Inc. in South Burlington, VT and has over 13 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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