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Building 2PORTFOLIO ADVISORY SERVICES LLC

Map pinLOS ANGELES, CA
Phone213-688-9671
NotebookSEC #801-33630
Total AUM
$11.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 S. GRAND AVENUE
SUITE 1550
LOS ANGELES
CA 90071
USA
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
213-688-9671

ReceiptFinancials

Total AUM
$11.6M
Accounts
29
Discretionary
$11.6M
Accounts
29
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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

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