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Building 2TELOS CAPITAL MANAGEMENT, INC.

Map pinSAN DIEGO, CA
Phone(858) 271-6350
NotebookSEC #801-69837
Total AUM
$1.6B
Employees
19
Clients
956

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13480 EVENING CREEK DRIVE NORTH
SUITE 250
SAN DIEGO
CA 92128-4310
United States
Operating Hours
7:30AM-4:00PM
Monday - Friday
Phone
(858) 271-6350
Other Offices
2

ReceiptFinancials

Total AUM
$1.6B
Accounts
2,471
Discretionary
$1.6B
Accounts
2,471
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
468
AUM
$203.9M
HNW Individual Clients
456
AUM
$1.4B
Pension/Profit Sharing Plan Clients
8
AUM
$10.7M
Charitable Organization Clients
9
AUM
$32M
Corporation or Business Clients
15
AUM
$11M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ESTATE PLANNING SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLHIIDMAMONENHNMNVORTNTXVAWA

HandshakeAffiliates

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

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