KAIROS

18101 Von Karman Avenue
Suite 1100
Irvine, California 92612
Tel: 949-709-8888

About KAIROS

KAIROS, formally registered with the SEC as KAIROS. The firm was established in 04/09/2015. They have over 2 offices throughout the country.

KAIROS is a Irvine, California based Financial Planning firm with nearly $989,387,542 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 58 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161321
SEC#	801-88197
Assets Managed by Firm	$989,387,542
No. of Clients	15
No. of Advisors	58

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (PERCENTAGE OF CAPITAL INVESTED OR COMMITTED)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	15	$989,387,542

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