POULOS ADVISORS, INC.
  • POULOS ADVISORS, INC.
  • POULOS ADVISOR, INC.
  • POULOS ADVISORS, LLC

Adviser Profile

As of Date 02/05/2026
Registration SEC, Approved, 06/24/2025
Other registrations (8)
Former registrations

POULOS ADVISORS, INC.

ADV Location SOUTH BURLINGTON, VT, United States
Contact Info 802 xxxxxxx
Websites
AUM* 150,420,377 13%
of that, discretionary 150,420,377 13%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 471,537 15%
% High Net Worth 44.72% 2%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

150M 129M 107M 86M 64M 43M 21M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees