MK
MK

Mohammad Bilal Kaleem

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
565 clients
Average Client Portfolio
$962K average
Assets Under Management
$543.6M

Fee Structure

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Location

603 Massachusetts Avenue, Suite 200, Boston, MA, 02118

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mohammad is the co-founder, managing partner, and investment adviser representative of Strengthening Families & Communities, LLC (dba Hoopoe Advisors), dedicating nearly full-time hours to this activity. He also owns rental property, spending minimal time on it.

Employment History
Current Registrations
Hoopoe Capital Markets, LLCBroker
December 2018 - Present · 7 yrs 2 mos
Hoopoe Advisors
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
LPL Financial LLC
June 2016 - May 2017 · 11 mos
LPL Financial LLCBroker
June 2016 - August 2017 · 1 yr 2 mos
State Registrations11 states
CAFLGAINMANCNJNYOHPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Mohammad Bilal Kaleem - Financial Advisor | TrueAdvisor