Telos Capital Management is an investment advisor in San Diego with $1.20 bn assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
262982789
SEC advisor number
801-69837
FINRA CRD number
149108
AUM ?
$1.25 bn
(as of 20 Mar 24)
Accounts
2,239
(as of 20 Mar 24)
Employees
20
(7 investment advisory or research)
Address
Telos Capital Management
12121 SCRIPPS SUMMIT DRIVE
SUITE 350
SAN DIEGO
CA 92131
12121 SCRIPPS SUMMIT DRIVE
SUITE 350
SAN DIEGO
CA 92131
Phone
858 271-6350
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21