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Ikalon Advisors, LLC

EST. AUM
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Firm Details

Metro area Miami
CRD Number 332654
Website n
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Overview

Ikalon Advisors LLC is a U.S.-based registered investment advisor providing wealth management and financial planning services to individuals and families. The firm focuses on delivering customized portfolio solutions aligned with client financial goals and risk tolerance. Its services include portfolio management, retirement planning, and investment advisory. Ikalon Advisors typically constructs diversified portfolios using public market securities and may incorporate third-party investment strategies. The firm operates under a fiduciary standard, emphasizing client-centric advisory services. Its approach centers on long-term financial planning and disciplined asset allocation.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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