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Home > Retirement Planners > california > san diego > TELOS CAPITAL MANAGEMENT, INC.
TELOS CAPITAL MANAGEMENT, INC.
13480 Evening Creek Drive North
Suite 250
San Diego, California 92128-4310
Tel: (858) 271-6350
About TELOS CAPITAL MANAGEMENT, INC.
TELOS CAPITAL MANAGEMENT, INC, formally registered with the SEC as TELOS CAPITAL MANAGEMENT, INC. The firm was established in 01/07/2009. They have over 3 offices throughout the country.
TELOS CAPITAL MANAGEMENT, INC. is a San Diego, California based Financial Planning firm with nearly $1,254,803,384 assets under management, offering retirement planning & investment advisory services to 2239 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149108 |
| SEC# | 801-69837 |
| Assets Managed by Firm | $1,254,803,384 |
| No. of Clients | 2239 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2239 | $1,254,803,384 |
| Individuals (other than high net worth individuals) | 482 | $209,680,620 |
| High net worth individuals | 339 | $997,346,294 |
| Pension and profit sharing plans | 8 | $8,082,605 |
| Charitable organizations | 6 | $28,025,464 |
| Corporations or other businesses | 16 | $11,668,401 |
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