KALEIDOSCOPE CAPITAL

33 Arch Street
31st Floor
Boston, Massachusetts 02110
Tel: 617-765-2064

About KALEIDOSCOPE CAPITAL

KALEIDOSCOPE CAPITAL, formally registered with the SEC as KALEIDOSCOPE CAPITAL. The firm was established in 04/19/2017. They have over 1 offices throughout the country.

KALEIDOSCOPE CAPITAL is a Boston, Massachusetts based Financial Planning firm with nearly $435,683,589 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282159
SEC#	801-110304
Assets Managed by Firm	$435,683,589
No. of Clients	7
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$435,683,589

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