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ADOLOS ASSET MANAGEMENT

· CRD 315505 · IAPD ↗ · adolosam.com · 336-817-1604

$241.8MRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
August 2024 — ADOLOS ASSET MANAGEMENT changed its website from adolosassetmanagement.com to adolosam.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
August 2024 — ADOLOS ASSET MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2024 — ADOLOS ASSET MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.