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KAILIX ADVISORS LLC
20801 Biscayne Blvd
Suite 403
Aventura, Florida 33180
Tel: (212) 748-9723
About KAILIX ADVISORS LLC
KAILIX ADVISORS LLC, formally registered with the SEC as KAILIX ADVISORS LLC. The firm was established in 11/03/2022. They have over 1 offices throughout the country.
KAILIX ADVISORS LLC is a Aventura, Florida based Financial Planning firm with nearly $333,000,000 assets under management, offering retirement planning & investment advisory services to 31 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311094 |
| SEC# | 801-126825 |
| Assets Managed by Firm | $333,000,000 |
| No. of Clients | 31 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 31 | $333,000,000 |
| High net worth individuals | 29 | $313,000,000 |
| Other investment advisers | Fewer than 5 clients | $20,000,000 |
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