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KHALIS FINANCIAL ADVISORS LLC
KHALIS FINANCIAL ADVISORS LLC is a state-registered investment adviser. The firm manages approximately $150,166 in regulatory assets. It has 1 employee and 1...
Overview
KHALIS FINANCIAL ADVISORS LLC is a state-registered investment adviser. The firm manages approximately $150,166 in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at KHALIS FINANCIAL ADVISORS LLC?
Public records do not name specific principals or investment professionals at the firm. No SEC filings or media reports identify a CEO, CIO, or managing member.
What services does KHALIS FINANCIAL ADVISORS LLC provide?
As a state-registered RIA, KHALIS FINANCIAL ADVISORS is authorized to provide investment advisory services, including portfolio management, financial planning, and related consulting to clients.
What is the AUM of KHALIS FINANCIAL ADVISORS LLC?
The firm does not publicly disclose its AUM in any available source. It remains undisclosed.
Where is KHALIS FINANCIAL ADVISORS LLC headquartered?
No official address or city is confirmed from public records or the firm’s own materials.
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