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Kleossum, Inc. (Conway)


Kleossum, Inc. is an adviser based in Conway. It manages $37 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Massachusetts, New Hampshire, and Rhode Island.

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Kleossum provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kleossum: assets under management

The assets under management (AUM) of Kleossum, Inc. is $37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $370 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kleossum, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Conway

The principal office where Kleossum, Inc. performs its advisory services is located at 53 Technology Lane, Conway, NH 03818 The mailing address of the firm is P.O. Box 1936, North Conway, NH 03860. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 877-553-6778 or by fax 877-553-6778. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.kleossum.com.


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