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Building 2HERCULES INVESTMENTS

Map pinLOS ANGELES, CA
Phone800 729 0417
NotebookSEC #801-119829
Total AUM
$33.2M
Employees
10
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
633 WEST 5TH ST
SUITE 6770
LOS ANGELES
CA 90071
United States
Operating Hours
6 AM - 5 PM PST
Monday - Friday
Phone
800 729 0417

ReceiptFinancials

Total AUM
$33.2M
Accounts
144
Discretionary
$33.2M
Accounts
144
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$3M
HNW Individual Clients
82
AUM
$28.7M
Investment Company Clients
1
AUM
$0
Corporation or Business Clients
6
AUM
$1.5M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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