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Telos Capital Management, Inc. CRD 149108
$1.63B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-10 |
Branch Locations
13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccuen & Co., Inc. | San Diego | CA | 07/1998 | 05/2019 |
| Mccuen & Co., Inc. | San Diego | CA | 08/1983 | 05/2019 |
| Telos Capital Management, Inc. | San Diego | CA | 05/2019 | Present |
1) Cabrillo National Monument Foundation; not investment-related; 1800 Cabrillo Memorial Dr, San Diego, CA 92106; Volunteer work; Treasurer/Officer of the board of trustees; Since October 2021; Approx. 5 hrs/mo.; 3 hrs/mo. during trading hours; Advice and counsel as trustee.
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