The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

45. Telos Capital Management

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Telos Capital Management, based in San Diego, is ranked No. 45 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $1.4 billion
Accounts Under Management: 2,322
Years in Business: 16

  • Physical offices in California
  • $250,000 minimum asset threshold

Leadership and Contact Information:
Stefan Meierhofer, president and chief executive officer
Jonathan Fairchild, executive vice president and director of financial consulting and business development
Andrew Weld, chief investment officer and director of portfolio management and research

telosinc.com
13480 Evening Creek Drive N, Suite 250, San Diego, CA 92128
(858) 271-6350

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