Poulos Advisors, Inc.

Poulos Advisors, Inc. (CRD# 141905) is a financial advisory firm headquartered in South Burlington, VT. They manage $16,961,698 in 190 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $89,272
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 T. Abrahamovich
CRD#: 4736078
1233 Shelburne Road, C-5, South Burlington, VT 05403
93
Wealthminder
score

Kyle Abrahamovich (CRD# 4736078) is an Investment Advisor Representative working at Poulos Advisors, Inc. in South Burlington, VT and has over 12 years of experience in the finance industry.

2
Beth A. Wilson
CRD#: 5847933
1233 Shelburne Road, C-5, South Burlington, VT 05403
93
Wealthminder
score

Beth Wilson (CRD# 5847933) is an Investment Advisor Representative working at Poulos Advisors, Inc. in South Burlington, VT and has over 6 years of experience in the finance industry.

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