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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