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Building 2PRIVATE FINANCIAL COUNSELING

Map pinLOS ANGELES, CA
Phone310-556-2055
NotebookSEC #801-26253
Total AUM
$262.5M
Employees
10
Clients
254

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1901 AVENUE OF THE STARS
11TH FLOOR
LOS ANGELES
CA 90067-6002
United States
Operating Hours
8:00 A.M. TO 6:00 P.M.
Monday - Friday
Phone
310-556-2055

ReceiptFinancials

Total AUM
$262.5M
Accounts
382
Discretionary
$262.5M
Accounts
382
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
181
AUM
$40.3M
HNW Individual Clients
55
AUM
$216.6M
Charitable Organization Clients
3
AUM
$751.8K
Corporation or Business Clients
12
AUM
$305.7K
Other Clients
3
AUM
$4.5M
Description of Other Clients
FAMILY PARTNERSHIPS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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