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KAIROS ASSET ADVISORY, LLC
CRD 153218
1055 DAUPHIN STREET, MOBILE, AL, 36604, United States
Phone
404-840-7595
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.6M
Discretionary AUM
$13.3M
Team
1 total employees; 0 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2023-10-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $2.2M |
| High net worth individuals | 9 | $16.4M |
Official SEC filing: View on IAPD