Thomas
Kaiser

Garlikov Advisors Inc

CRD#2830241
Investment Advisor
in Columbus, OH

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About this Advisor

Thomas Kaiser is a financial advisor based in Columbus, Ohio, working with Garlikov Advisors Inc. Thomas has previously held positions at Garlikov & Associates, Inc, M Holdings Securities, Inc, Garlikov Advisors Inc, and The Leaders Group Inc. Thomas is registered to provide services in Ohio. Currently, Thomas is part of Garlikov Advisors Inc, which operates out of Columbus, Ohio. The firm has 4 employees and manages assets totaling $189.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Garlikov Advisors Inc includes asset-based and fixed fees.

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

41 S High St Ste 3400
Columbus, OH 43215

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Garlikov Advisors Inc Brokerage Details

Total Assets Under Management

$188,985,907

OH Average: $2,106,341,625
Total Number of Employees

4

OH Average: 34
Total Number of Accounts

202

OH Average: 1,972
Average Account Size

$935,574

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Thomas Kaiser Work History

2018 - Present (7 years)

The Leaders Group Inc

2010 - Present (15 years)

Garlikov Advisors Inc

1991 - Present (34 years)

Garlikov & Associates, Inc

2013 - 2018 (5 years)

M Holdings Securities, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Thomas Kaiser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Garlikov Advisors Inc

Matthew Wolfe
Columbus, OH
Thomas Kaiser
Columbus, OH

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