POULOS ADVISORS, INC.
CRD #141905 SEC #801-133746 SOUTH BURLINGTON, VT 802-862-7361
SEC Registered
Total AUM
$133.3M
Discretionary
$133.3M
Employees
3
Clients
11
Accounts
326
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $133.3M | $133.3M | $0 | 3 | 18 |
| Sep 2025 | $133.3M | $133.3M | $0 | 3 | 18 |
| Aug 2025 | $133.3M | $133.3M | $0 | 3 | 18 |
| May 2025 | $133.3M | $133.3M | $0 | 3 | 18 |
DateSep 2025
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees3
Clients18
DateSep 2025
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees3
Clients18
DateAug 2025
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees3
Clients18
DateMay 2025
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees3
Clients18