KALOS MANAGEMENT, INC.

KALOS MANAGEMENT
PONTE VEDRA BEACH, Florida·1 registered advisor·CRD# 133025
SEC# 801-651823770-407-5401
01

Firm Overview

AUM
$129M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KALOS MANAGEMENT, INC.

1 registered advisor
Carol Jean Wildermuth
ALPHARETTA, Georgia
05

Office Locations

ALPHARETTA, Georgia
1 advisor

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Data sourced from SEC Form ADV filings. KALOS MANAGEMENT, INC. (CRD# 133025) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.