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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-30-2004
- Office Locations
- 1
Office Locations
About Kaleel Investment Advisors, LLC
The Kaleel Company (Kaleel Investment Advisors, LLC) provides investment management for uncommonly successful clients, pairing customized portfolios with sophisticated tax and estate strategies and preservation-focused planning. The firm incorporates investments, insurance and alternatives to balance growth, retention and special circumstances while emphasizing risk and complexity reduction. Nearly 50 years of experience and a highlighted regulatory track record via BrokerCheck are key differentiators for partners.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MUHAMMED MOSA KALEEL
Chief Compliance Officer, President
- CRD
- #263349
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LAURA SMITH ALSPAUGH
--
- CRD
- #873533
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,459,889 | $576,648 |
| Non-Discretionary | $141,989,266 | $775,898 |
| Total | $145,449,155 | $769,572 |
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Separately Managed Accounts
Total SMA Asset: $145,449,155
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,694,926,850 | 26.0% |
| Public Funds | $1,460,244,671 | 22.4% |
| Cash | $1,668,851,053 | 25.6% |
| U.S. Government/Agency | $1,694,926,850 | 26.0% |
| Total | $6,518,949,424 | 100.0% |