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POULOS ADVISORS, INC.
CRD 141905 · SEC 801-133746
1233 SHELBURNE ROAD, C-4, SOUTH BURLINGTON, VT, 05403, United States
Phone
802-862-7361
Fax
802-881-0374
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$150.4M
Discretionary AUM
$150.4M
Team
3 total employees; 2 advisory reps; 12 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $17.8M |
| High net worth individuals | 55 | $130.4M |
| Corporations/business entities | 6 | $2.2M |
States served
VT, CA, NV, NH
All web addresses on file
Official SEC filing: View on IAPD