KAIROS PRIVATE WEALTH, INC.
KAIROS PRIVATE WEALTH, INC. of LAKE MARY, FL is an SEC-registered investment adviser (CRD 311653). Regulatory assets under management: $114.8M.
Registration
- CRD: 311653
- SEC file number: 801-119996
- Type: Registered investment adviser
- Location: 801 INTERNATIONAL PKWY,, SUITE 500, LAKE MARY, FL, 32746
- Phone: 407-878-1229
- Latest filing: 2022-12-07
- Regulatory AUM: $114.8M
- Discretionary AUM: $107.1M
- Non-discretionary AUM: $7.7M
- Clients: 3
- Accounts: 541
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| BAUERLE TAYLOR ALEXANDER | PRINCIPAL, CCO | — |
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