Khalis Financial Advisors LLC
Khalis Financial Advisors LLC (CRD# 323950) is a financial advisory firm headquartered in , . They manage $32,538 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Khalis Financial Advisors LLC
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$32,538
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Khalis Financial Advisors LLC
1
Dalbir Gill (CRD# 5146742) is an Investment Advisor Representative working at Khalis Financial Advisors LLC in Dublin, CA and has 1 year of experience in the finance industry.
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