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Building 2POULOS ADVISORS, INC.

Map pinSOUTH BURLINGTON, VT
Phone802-862-7361
NotebookSEC #801-133746
Total AUM
$150.4M
Employees
3
Clients
122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1233 SHELBURNE ROAD
C-4
SOUTH BURLINGTON
VT 05403
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
802-862-7361
Other Offices
3

ReceiptFinancials

Total AUM
$150.4M
Accounts
319
Discretionary
$150.4M
Accounts
319
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$17.8M
HNW Individual Clients
55
AUM
$130.4M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Corporation or Business Clients
6
AUM
$2.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHNVVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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