Assets Under Management
$1.4B
Number of Clients
913
Number of Advisors
12
Average Client AUM
$1.5M
AUM per Advisor
$117.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Telos Capital Management offers investment management services to various clients, managing portfolios on a discretionary basis. They also provide limited scope financial planning, primarily focused on retirement planning. Investment strategies include equity, fixed income, and strategic asset allocation.
13480 Evening Creek Drive North, Suite 250, San Diego, CA, 92128-4310