$150.4M Total AUM
$150.4M Disc. AUM
-- 3Y CAGR
3 Employees
133 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Apex · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- QuantumValue peak +more
- Established Date
- 01-11-2007
- Office Locations
- 1
Office Locations
1233 Shelburne Road C-4 South Burlington VT
About Poulos Advisors, Inc.
Poulos Advisors, Inc. is an independent wealth management firm providing comprehensive investment management and financial planning. The team emphasizes objective, conflict-minimizing advice and an integrated approach across major financial decisions and transitions, serving individuals and business owners. Portfolios are primarily implemented with ETFs and public funds, and the firm custodians with providers such as Schwab and Fidelity.
Team overview
57 AVG AGE
$75.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
17.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
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Asset Classes
Alpha Momentum fusion Fusion glacier Vector Summit catalyst
Client Personas
Wave
Custodian
Zenith Peak Element vertex
Investment Themes
Element insight Legacy foundation Radial Bridge
Investment Vehicles
Matrix
Platform
Focus
Services
Vertex delta Peak zenith North Summit Ember Peak beacon Eagle Atlas Ridge ridge Wave matrix Value insight Prime quantum North element
Technology
Momentum peak Horizon Timber momentum
Owner & Executives
K
KYLE TOMAS ABRAHAMOVICH
Chief Compliance Officer, President
- CRD
- #4736078
- Ownership
- Less than 5%
(556) 349-9316
oak.timber@vectorcapital.com
in linkedin.com/in/matrix-insight
Showing 1 of 1 owners & executives
Unlock allContacts
BETH ANN WILSON
Certified Financial Planner
- CRD
- #5847933
(579) 296-5699
beacon.matrix@momentumcapital.com
in linkedin.com/in/insight-pioneer
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,420,377 | $471,537 |
| Non-Discretionary | $0 | -- |
| Total | $150,420,377 | $471,537 |
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Separately Managed Accounts
Total SMA Asset: $150,420,377
Equity - Exchange:
25.7% Public Funds:
50.9% Cash:
23.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,907,326,073 | 25.7% |
| Public Funds | $3,777,544,635 | 50.9% |
| Cash | $1,736,631,521 | 23.4% |
| Total | $7,421,502,229 | 100.0% |