Telos Capital Management

Finance · California, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

12121 Scripps Summit Dr Ste 350, San Die...

Phone Number

(858) 271-6350

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
2
2

About Telos Capital Management

Telos Capital Management, Inc. is a Securities and Exchange Commission (SEC) registered investment advisory firm whose sole purpose is to provide sophisticated investors with personalized investment management and financial advisory services. Originally established in 1986 as Alexander & Muckermann, the company changed the company's name in 2003 to A&M Investment Management as a result of a partial ownership change. In 2009, the company made the strategic decision to incorporate the company's firm to create business efficiencies and establish a contingency platform for the company. In connection with that incorporation, the company changed the company's name to Telos Capital Management, Inc. TELOS is derived from the Greek language and means "ultimate purpose" or "goal". Achieving investment success requires investors to formulate clear and realistic goals and purposes. Thus, the name TELOS fittingly represents the company's vision of investing the company's clients' wealth towards theRead more
Telos Capital Management's Social MediaPopular SearchesTelos Capital Management IncTelos CapitalCapital Management IncTelos Capital ManagementCapital ManagementSIC Code 62,628NAICS Code 52,523Show more

Telos Capital Management Org Chart

Stefan Meierhofer, President & Chief Executive Officer at Telos Capital Management
United States flag for contact location.

President & Chief Executive Officer

PhoneEmail
JF
United States flag for contact location.

Executive Vice President & Director, Financia...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Telos Capital Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Telos Capital Management

Compare insights from companies similar to Telos Capital Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Telos Capital Management

<$5M
11-50
Private
-
1986
Stefan Meierhofer, President & Chief Executive Officer at Telos Capital Management
Stefan MeierhoferPresident & CEO
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
<$5M
2017
<$5M
1-10
Private
-
1999
TC
Timothy CoughlinManaging Director
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2015
JH
Jami HeistenManager, Client Service Extraordinaire Office Personality
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Telos Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Telos Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Telos Capital Management.

Telos Capital Management Tech Stack

A closer look at the technologies used by Telos Capital Management

Top Finance Companies

Frequently Asked Questions Regarding Telos Capital Management

What is Telos Capital Management's official website?
Telos Capital Management's official website is www.telosinc.com
What is Telos Capital Management's Revenue?
Telos Capital Management's revenue is <$5 Million
What is Telos Capital Management's SIC code?
Telos Capital Management's SIC: 62,628
What is Telos Capital Management's NAICS code?
Telos Capital Management's NAICS: 52,523
How many employees does Telos Capital Management have?
Telos Capital Management has 11-50 employees
What industry does Telos Capital Management belong to?
Telos Capital Management is in the industry of: Finance, Securities Trading
What is Telos Capital Management competition?
Telos Capital Management top competitors include: Evanson Asset Management, Montecito Capital Management Group, The Institute for Wealth Management, Columbus Macro
What technology does Telos Capital Management use?
Some of the popular technologies that Telos Capital Management uses are: Cloudflare Website Optimization, AppRiver, Google Cloud Web Serving, Google Cloud Platform
How do I contact Telos Capital Management?
Telos Capital Management contact info: Phone number: (858) 271-6350 Website: www.telosinc.com
What does Telos Capital Management do?

Telos Capital Management, Inc. is a Securities and Exchange Commission (SEC) registered investment advisory firm whose sole purpose is to provide sophisticated investors with personalized investment management and financial advisory services. Originally established in 1986 as Alexander & Muckermann, the company changed the company's name in 2003 to... A&M Investment Management as a result of a partial ownership change. In 2009, the company made the strategic decision to incorporate the company's firm to create business efficiencies and establish a contingency platform for the company. In connection with that incorporation, the company changed the company's name to Telos Capital Management, Inc. TELOS is derived from the Greek language and means "ultimate purpose" or "goal". Achieving investment success requires investors to formulate clear and realistic goals and purposes. Thus, the name TELOS fittingly represents the company's vision of investing the company's clients' wealth towards their distinctive financial goals and purposes. The company is committed to building strong client relationships and specialize in separately managed accounts (SMAs), which are highly customized and tax efficient portfolios. Each investment portfolio is individually managed with the ultimate goal of building and enhancing the company's clients' wealth. The company employ a value-oriented investment approach designed to pursue consistent long-term growth without taking inordinate investment risks. The relatively small size of the company's firm allows the company to work very closely with the company's clients and to listen to their unique investment needs. That, in turn, enables the company to develop and implement a client-specific investment strategy that reflects their individual preferences and circumstances. Telos Capital Management, Inc. is a fee-only investment advisor and does not sell any financial products or receive sales commissions. This allows the company to act and think independently and to work solely for the ...Read More

What are Telos Capital Management social media links?
Telos Capital Management Linkedin page Telos Capital Management Twitter page Telos Capital Management Facebook page
Is Telos Capital Management a public company?
Telos Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Telos Capital Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.