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Building 2ARISTOTLE INVESTMENT SERVICES, LLC

Map pinNEWPORT BEACH, CA
Phone(949) 681-2100
NotebookSEC #801-127110
Total AUM
$16.5B
Employees
27
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
840 NEWPORT CENTER DRIVE
7TH FLOOR
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
(949) 681-2100
Other Offices
1

ReceiptFinancials

Total AUM
$16.5B
Accounts
21
Discretionary
$16.5B
Accounts
21
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$16.5B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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