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Building 2THE KAIROS METHOD

Map pin
Phone385-275-5577
NotebookSEC #801-108125
Total AUM
$573.9K
Employees
3
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
385-275-5577

ReceiptFinancials

Total AUM
$573.9K
Accounts
5
Discretionary
$573.9K
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$375.5K
HNW Individual Clients
1
AUM
$198.5K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANENHTXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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