Unclaimed Profile

Michael Allen Kallish

THE EDGAR LOMAX COMPANY·ALEXANDRIA, Virginia

Clean recordTHE EDGAR LOMAX COMPANY

5971 KINGSTOWNE VILLAGE PARKWAY, ALEXANDRIA, VA 22315CRD# 4344700Firm CRD# 105444

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Allen Kallish · ALEXANDRIA, VA

Registration

CRD #4344700 · THE EDGAR LOMAX COMPANY

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

THE EDGAR LOMAX COMPANY

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE EDGAR LOMAX COMPANY →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4344700

Firm CRD# 105444

View on FINRA BrokerCheck →

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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.

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