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
Andrew Weld (CRD# 4808244) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 19 years of experience in the finance industry.
Michael Whitehurst (CRD# 4331884) 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.
Randall Whitfield (CRD# 3009756) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 26 years of experience in the finance industry.
Aaron Kaplan (CRD# 6875440) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 6 years of experience in the finance industry.
Alyssa Rolon (CRD# 7303542) 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.