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Building 2CAERUS INVESTMENT ADVISORS, LLC

Map pin
Phone323-835-5560
NotebookSEC #801-110401
Total AUM
$117.2M
Employees
5
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
323-835-5560
Other Offices
1

ReceiptFinancials

Total AUM
$117.2M
Accounts
54
Discretionary
$24.5M
Accounts
35
Non-Discretionary
$92.7M
Accounts
19

ContactClients

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HNW Individual Clients
35
AUM
$24.5M
Pooled Vehicle Clients
19
AUM
$92.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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