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Building 2KALEEL INVESTMENT ADVISORS, LLC

Map pinBOSTON, MA
Phone617-338-8747
NotebookSEC #801-64098
Total AUM
$55.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
77 FRANKLIN STREET
SUITE 501
BOSTON
MA 02110
United States
Operating Hours
9:00-5:00PM EST
Monday - Friday
Phone
617-338-8747

ReceiptFinancials

Total AUM
$55.6M
Accounts
140
Discretionary
$0
Accounts
0
Non-Discretionary
$55.6M
Accounts
140

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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