Market Commentary

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Kalos Capital Receives #1 Fastest-Growing Independent Broker Dealer By Revenue By Investment News For The Third Time

Alpharetta, GA, November 1, 2017– Kalos Capital, Alpharetta, GA has been named fastest growing broker dealer by revenue from 2011 through 2016 for the third time as stated by InvestmentNews. Kalos Capital has seen revenue increases from $8.4 million in 2011 to $34.5 million in 2016 totaling an overall increase of 310%.

“Our advisors’ dedication to their clients and their ongoing efforts to improve their practices has brought them great success, and we’re glad to be a part of it”, says Daniel Wildermuth CEO of Kalos Capital. “Their success combined with our staff’s professionalism and the firm’s advanced offerings has attracted so many outstanding advisors to our firm, and we’re very excited about helping our advisors serve their clients and continue to grow.”

“We believe we have a clear distinction among other broker/dealers that attracts successful financial advisors to Kalos,” said Dan Meehan, Senior Vice President Business Development. “We have had some great success in recruiting, but another thing that drives our growth is ‘same store sales’ increases and an unprecedented rate of retention. With a 3:1 ratio of advisors to home office employees, we have always maintained sufficient bench strength to make sure we are providing exceptional service to our valued advisors.”

By |2020-06-17T15:41:49-04:00November 1st, 2017|Latest News|

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