firm profile
Poulos Advisors, Inc.
Overview
Poulos Advisors, Inc. is an SEC registered investment adviser based in South Burlington, VT, registered since 2007. It reports $15M in assets under management across 319 accounts, with 3 employees. It has 2 investment adviser representatives.
- Reported AUM
- $15M
- Discretionary
- 100%
- Accounts
- 319
- Average account
- $472K
- Employees
- 3
- Advisory reps
- 2
- Registered since
- 2007
- Jurisdictions
- 4
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Kyle Tomas Abrahamovich President, Chief Compliance Officer CRD 4736078
Advisory reps 2 of 2
- Kyle Tomas Abrahamovich Insurance Agent · Investment Adviser Rep CRD 4736078
- Beth Ann Wilson Investment Adviser Rep CRD 5847933
Location
- Headquarters
- 1233 Shelburne Rd Ste C4
South Burlington, VT 05403 - County
- Chittenden
- Metro area
- Burlington-South Burlington, VT
- Region
- Northeast
Registrations
- SEC registered
- Registered in 4 jurisdictions
- Website: poulosadvisors.com
Every state, with registration dates
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