1100 W. Idaho
Suite 330
Boise, Idaho 83702
Tel: 424-323-3992
TELEO CAPITAL MANAGEMENT LLC, formally registered with the SEC as TELEO CAPITAL MANAGEMENT LLC. The firm was established in 07/23/2021. They have over 2 offices throughout the country.
TELEO CAPITAL MANAGEMENT LLC is a Boise, Idaho based Financial Planning firm with nearly $423,749,666 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 26 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 307203 |
SEC# | 801-121861 |
Assets Managed by Firm | $423,749,666 |
No. of Clients | 6 |
No. of Advisors | 26 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6 | $423,749,666 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$5,919,748,883 | 291 | 48 | |
$3,626,745,624 | 72 | 10 | |
$2,031,677,896 | 1428 | 23 | |
$1,678,868,561 | 792 | 5 | |
$1,154,845,039 | 2095 | 17 |
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