Kaleel Investment Advisors, LLC

EST. AUM
$127,550,525

CONTACTS

CLIENT ACCOUNTS
203

Firm Details

Metro area Boston
CRD Number 131216
Website kaleelcompany.com
Client types

Overview

The Kaleel Company, Inc. is a Boston-based financial services and wealth management firm that provides customized strategies across investment management, insurance, estate planning, and tax-efficient wealth preservation, primarily serving high-net-worth individuals and families facing complex financial decisions, particularly in later life stages, with a focus on delivering personalized guidance and long-term financial security through integrated and client-centric solutions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Kaleel Investment Advisors, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company