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KALEEL INVESTMENT ADVISORS, LLC
CRD 131216 · SEC 801-134450
77 FRANKLIN STREET, SUITE 501, BOSTON, MA, 02110, United States
Phone
617-338-8747
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$145.4M
Discretionary AUM
$3.5M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $5.7M |
| High net worth individuals | 55 | $139.1M |
| Corporations/business entities | 1 | $674K |
States served
MA
All web addresses on file
Official SEC filing: View on IAPD