Allos Investment Advisors, LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 155541
- Registered since
- January 3, 2011
- Website
- www.allosadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals83.36%
- HNWI16.33%
- Charitable Organizations0.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Allos Investment Advisors, LLC is an independent, SEC-registered registered investment adviser formed in 2011 and organized as an LLC. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management geared toward individuals and small businesses. Its billing mixes percentage-of-assets and fixed fees. FINTRX flags Allos as having a related-adviser relationship, not acting as a capital allocator, and not positioning itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities14%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 12980 Foster St
- Time zone
- CT (UTC-6)
- Office locations
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