Kalos Management is an investment advisor in Alpharetta with $297.03 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201642804
SEC advisor number
801-65182
FINRA CRD number
133025
AUM ?
$128.56 mm
(as of 16 Mar 23)
Accounts
1,174
(as of 16 Mar 23)
Employees
5
(4 investment advisory or research)
Address
Kalos Management
11525 PARK WOODS CIRCLE
SUITE 250
ALPHARETTA
GA 30005
11525 PARK WOODS CIRCLE
SUITE 250
ALPHARETTA
GA 30005
Phone
678-356-1100
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
27 Feb 23
13F-HR
Quarterly holdings report by institutional manager
21 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
21 Jun 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21
13F-HR
Quarterly holdings report by institutional manager
11 Aug 21