Investment adviser · CRD 133025
KALOS MANAGEMENT
Investment adviser filing (IA)
KALOS MANAGEMENT, INC.
PONTE VEDRA BEACH, FL, United States · Form ADV filed Mar 16, 2023
- Regulatory AUM
- $129M Form ADV · Item 5.F
- Client accounts
- 1,174 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 110 | $82,499,100 | 64.2% |
| Individuals | 205 | $42,350,172 | 32.9% |
| Retirement plans | Fewer than 5 | $3,637,731 | 2.8% |
| Corporations & businesses | 1 | $74,613 | 0.1% |
| Charities | Fewer than 5 | $818 | 0.0% |
Filing source
Form ADV 1710283 · Mar 16, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
818 A1A N, STE. 30PONTE VEDRA BEACH, FL, 32082, United States
CRD 133025
Filing source
Form ADV 1710283 · Mar 16, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.