Telos Capital Management, Inc.
Telos Capital Management, Inc. (CRD# 149108) is a financial advisory firm headquartered in San Diego, CA. They manage $1,101,816,993 in 2,117 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management1,102MILLION
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Total Number of Accounts2,117ACCOUNTS
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Average Account Value$520,462
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, HI, ID, MA, NE, NH, NM, NV, OR, TX, WA
Ryan Beckham (CRD# 6042209) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 10 years of experience in the finance industry.
Warren Binstock (CRD# 4286617) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 22 years of experience in the finance industry. Warren Binstock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeremy Chaffin (CRD# 2702397) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 27 years of experience in the finance industry. Jeremy Chaffin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Charles Chamberlin (CRD# 3002808) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 25 years of experience in the finance industry.
Jonathan Fairchild (CRD# 4297762) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 23 years of experience in the finance industry.
Zachary Herbert (CRD# 5181960) is an Investment Advisor Representative working at Telos Capital Management, Inc. in Waco, TX and has over 17 years of experience in the finance industry.
Stefan Meierhofer (CRD# 2115042) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 32 years of experience in the finance industry. Stefan Meierhofer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Daniel Reed (CRD# 4331891) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has 1 year of experience in the finance industry.
Bruce Sherman (CRD# 3171991) is an Investment Advisor Representative working at Telos Capital Management, Inc. in La Mesa, CA and has over 25 years of experience in the finance industry.