Krilogy office in Venice, FL

1 registered advisor

Krilogy's office in Venice, FL has 1 registered advisor. Krilogy files 12 offices.

Last updated 2026-10-10 (IAPD feed)

Location

Venice, FL

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Advisors at this office (1)

Krilogy

Regulatory AUM
$5,195,636,468
Registered advisors
64
Offices
12
Clients per advisor
50.1 (Low)
Average AUM per client
$1.6M (Low)
High-net-worth client ratio
35.0% (Moderate)

Krilogy: advisors, services and reported ETF investments

Reported ETF positions

Krilogy reports 274 ETF positions worth $2.1B on Form 13F; the largest are listed.

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Krilogy on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Contact

The firm's filed contact details.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-06-30