Telos Capital Management, Inc.
Telos Capital Management, Inc. (CRD# 149108) is a financial advisory firm headquartered in San Diego, CA. They manage $1,254,803,384 in 2,239 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management1,255MILLION
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Total Number of Accounts2,239ACCOUNTS
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Average Account Value$560,430
- 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.
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.
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.
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.