AdvisorOS Directory
Claim Profile
MK

Michael Allen Kallish

THE EDGAR LOMAX COMPANY·ALEXANDRIA, Virginia
Unclaimed Profile
5971 KINGSTOWNE VILLAGE PARKWAY, ALEXANDRIA, VA 22315CRD# 4344700Firm CRD# 105444
01

About

Michael Allen Kallish is a registered financial advisor based in ALEXANDRIA, Virginia, affiliated with THE EDGAR LOMAX COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
THE EDGAR LOMAX COMPANY
THE EDGAR LOMAX COMPANY
AUM
$1.7B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at THE EDGAR LOMAX COMPANY →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4344700
Firm CRD# 105444
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ALEXANDRIA?

Browse all registered financial advisors in ALEXANDRIA, Virginia or claim this profile if it's yours.

Browse ALEXANDRIA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Allen Kallish offer?
Michael Allen Kallish specializes in Investment Management, Wealth Management. Contact their office in ALEXANDRIA, Virginia for a consultation.
What are Michael Allen Kallish's credentials?
Michael Allen Kallish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Allen Kallish located?
Michael Allen Kallish is based in ALEXANDRIA, Virginia, working with THE EDGAR LOMAX COMPANY. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.
How does Michael Allen Kallish charge for services?
Michael Allen Kallish's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE EDGAR LOMAX COMPANY?
THE EDGAR LOMAX COMPANY has approximately 9 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ALEXANDRIA
Thomas Murphy Gardner — MOTLEY FOOL VENTURES MANAGEMENT LLCPeter Ellison Jacobstein — MOTLEY FOOL ASSET MANAGEMENT, LLCSaurabha Indravadan Shah — X-10 CAPITAL MANAGEMENT LLCRobert Francis Brokamp — MOTLEY FOOL FINANCIAL PLANNING, LLCLawrence T Greenberg — MOTLEY FOOL VENTURES MANAGEMENT LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile