1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ARES FINANCIAL CONSULTING LLC

Map pinCALABASAS, CA
Phone818-986-1479
NotebookSEC #801-121211
Total AUM
$243.9M
Employees
5
Clients
290

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4500 PARK GRANADA
SUITE 202
CALABASAS
CA 91302
United States
Operating Hours
0800 TO 1700 HRS
Monday - Friday
Phone
818-986-1479
Other Offices
2

ReceiptFinancials

Total AUM
$243.9M
Accounts
892
Discretionary
$243.9M
Accounts
892
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
243
AUM
$77.3M
HNW Individual Clients
46
AUM
$166.5M
Charitable Organization Clients
1
AUM
$129K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMNTXWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account