1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KALOS MANAGEMENT

Map pinPONTE VEDRA BEACH, FL
Phone770-407-5401
NotebookSEC #801-65182
Total AUM
$128.6M
Employees
5
Clients
321

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
818 A1A N
STE. 30
PONTE VEDRA BEACH
FL 32082
United States
Operating Hours
8:30AM TO 5PM
Monday - Friday
Phone
770-407-5401
Other Offices
3

ReceiptFinancials

Total AUM
$128.6M
Accounts
1,174
Discretionary
$128.6M
Accounts
1,174
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
205
AUM
$42.4M
HNW Individual Clients
110
AUM
$82.5M
Pension/Profit Sharing Plan Clients
4
AUM
$3.6M
Charitable Organization Clients
1
AUM
$818
Corporation or Business Clients
1
AUM
$74.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAINMDSC

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

Feature requires an account