IKALON ADVISORS LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 332654
- Registered since
- April 8, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ikalon Advisors LLC is a newly formed SEC-registered limited liability company that lists ownership by both a foreign entity and an individual. The firm’s stated advisory activity is portfolio management for individuals and small businesses. Its fee model includes both a percentage of assets under management and fixed-fee arrangements, which suggests flexibility in pricing for different client types or mandate sizes. Ikalon is not flagged as an active ESG investor, is not a pension consultant, and does not identify as a capital allocator or related adviser. The adviser is designated as single-state in its registration profile.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2SANTIAGO CALDERON
CIOCRD 8213253
CATALINA REY DE SA
Chief Compliance OfficerCRD 5654516
Contacts
1 of 1Nicolas Santos Charry
PartnerCRD 8213254
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 175 SW 7th St
- Time zone
- ET (UTC-5)
- Office locations
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