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Kaleel Investment Advisors, LLC

Headquartered in BOSTON, MA

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Firm Information

Kaleel Investment Advisors, LLC is an investment advisor with 2 investment advisor representatives. They manage approximately $104,730,388 in assets for 202 clients. Their services include financial planning, pension consulting, and portfolio management for individuals. The firm caters to individuals, corporations, pension and profit-sharing plans, and high-net-worth individuals.

Kaleel Investment Advisors, LLC

$104.73M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

KALEEL INVESTMENT ADVISORS, LLC has a total of 1 branch locations across the country.
location

BOSTON, MA

Advisors at Kaleel Investment Advisors, LLC

View All 2 Advisors
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Muhammed Mosa Kaleel

RA

BOSTON, MA

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Laura Smith Alspaugh

CFA®, RA

BOSTON, MA

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Disclosures

There are no public disclosures for Kaleel Investment Advisors, LLC.

Frequently Asked Questions (7)

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