Kalos Capital Inc.
11525 Park Woods Circle
Alpharetta, GA 30005
Clearing firm: National Financial Services LLC, RBC Correspondent Services
No. advisers: 157
No. franchises: 52
Year founded: 1997
Year end: Dec. 31
No. of retail offices: 66
Wise Money — written by Kalos Financial's CEO Daniel Wildermuth — is written more for financial advisors rather than individual investors. It shows the strength of endowment style investing to minimize volatility and increase control. These principles are taught to advisors with Kalos Financial for the last 20 years.
For More Information
|CEO||Daniel L. Wildermuth|
|Recruiting Contact||Vicki Cerri|
Recruitment & Staffing
|No. of reps||157||151||140|
|No. of producing reps||116||117||110|
|No. of reps producing $100K-$499K /year||97||96||89|
|Total revenues: Other||0||0||0|
|Total account assets||0||0||0|
|Total account assets: Other||0||0||0|
|Average assets per rep||0||—||0|
|Social Media & Mobile|
|Allows advisers to use social media||Y|
|Social media sites allowed||Facebook|
|Dedicated mobile application for advisers?||Y|
|Primary purpose of mobile application||—|
January 22, 2017 - The 2017 InvestmentNews independent-broker-dealer directory is based on information provided by 90 eligible firms. To be considered for future listings, contact INResearch@investmentnews.com. Visit InvestmentNews.com/bddata for more-complete profiles....
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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