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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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