POULOS ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$150,420,377
Discretionary
$150,420,377
Non-discretionary
$0
Firm details
- CRD number
- 141905
- SEC file number
- 801-133746
- Main office
- SOUTH BURLINGTON, VT, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.