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CRD#: 332654
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for IKALON ADVISORS LLC Comes From
Understanding the Statistics for IKALON ADVISORS LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
175 Sw 7th St Suite 2112, Miami, FL 33130
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
IKALON ADVISORS LLC (1/21/2026)
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at IKALON ADVISORS LLC
Jesus Martinez Zepeda
RR
CRD#: 5303468
Location:
Sacramento, CA 95833
Company:
PFS INVESTMENTS INC.
Disclosures:
Experience:
18 years
Isaiah Simeon-james Symeonides
IAR
RR
CRD#: 7729025
Location:
Richmond, VA 23229
Company:
WELLS FARGO CLEARING SERVICES, LLC
Disclosures:
Experience:
3 years
SC
Steven A Chase
RR
CRD#: 4628979
Location:
Belgrade, MT
Company:
OSAIC WEALTH, INC.
Disclosures:
Experience:
23 years
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