T
$139.5M Total AUM
$139.5M Disc. AUM
-- 3Y CAGR
3 Employees
65 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-29-2026
- Office Locations
- 3
Office Locations
124 Simsbury RD Bldg 1 STE 202 Avon CT
-- Cottonwood Heights UT
-- Lehi UT
About Telos Partners LLC
Telos Partners LLC is a Avon-based RIA with 3 offices. The firm has been operating for 0 years. Managing $139.5M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$46.5M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
0.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
P
PETER FERGUS HUGHES
Chief Compliance Officer, Managing Partner, PRINCIPAL
- CRD
- #4887882
- Ownership
- Less than 5%
Available
Available
Available
C
Christopher Forrest Stevenson
Chief Compliance Officer, Managing Member, Managing Partner, SENIOR ADVISOR
- CRD
- #7689080
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
N
Nicholas Brian Stecklein
Tax Advisor
- CRD
- #6827498
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,462,878 | -- |
| Non-Discretionary | $0 | -- |
| Total | $139,462,878 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing