Kalos Financial
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- Kalos Financial provides B/D and Investment Advisory Services to seasoned, independent, cross-licensed representatives and advisors. To best support our affiliates and fulfill our founding purpose, we specialize in helping financial professionals adapt the Endowment Model, employed by most of the worlds largest and most successful institutions, to individual investors. The portfolio structure outlines an approach particularly suited to todays client needs, and it provides what we believe to be an excellent framework for inclusion of various investments.Supporting this portfolio design requires diverse products and fee-based platforms as well as proprietary tools, operational systems, training, personnel and support including compliance. Our chosen focus strive excellence across our organization that KALOS affiliates appreciate whether they incorporate only small parts of the endowment model into their practice, or embrace it wholeheartedly.While Kalos has enjoyed strong growth over the past five years, we remain a boutique firm that emphasizes personal relationships with our advisors as part of our efforts to help them grow. We recognize that our success is wholly dependent on the success of our advisors, and our culture and philosophies always seek to help financial professionals better serve their clients. www.JoinKalos.com
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Headquarters:11525 Park Woods Circle , Alpharetta, Georgia, United States
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Phone Number: +1 678-356-1100
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Website: https://www.kalosfinancial.com
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Employees:23
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Revenue:$1 - 10M
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Legal Name:Kalos Financial
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Kalos Financial's Social Media
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| NAICS Code: 561990 |
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Frequently Asked Questions regarding Kalos Financial
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Where are Kalos Financial's Headquarters?
Kalos Financial's Headquarters are in 11525 Park Woods Circle ,Alpharetta,Georgia,United States
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What is Kalos Financial's phone number?
Kalos Financial's phone number is +1 678-356-1100
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What is Kalos Financial's official website?
Kalos Financial's official website is https://www.kalosfinancial.com
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What is Kalos Financial's Revenue?
Kalos Financial's revenue is $1 - 10M
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What is Kalos Financial's NAICS code?
Kalos Financial's NAICS code is 561990
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How many employees are working in Kalos Financial
Kalos Financial has 23 employees
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What is Kalos Financial's Industry?
Kalos Financial is in the industry of Financial Services
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Who is Kalos Financial's Chief Compliance Officer?
Kalos Financial's Chief Compliance Officer is John Dillon