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Building 2POST ADVISORY GROUP, LLC

Map pinLOS ANGELES, CA
Phone310-996-9600
NotebookSEC #801-57939
Total AUM
$13B
Employees
49
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2049 CENTURY PARK EAST
SUITE 3050
LOS ANGELES
CA 90067
United States
Operating Hours
6:00AM - 5:00PM
Monday - Friday
Phone
310-996-9600

ReceiptFinancials

Total AUM
$13B
Accounts
40
Discretionary
$13B
Accounts
40
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
2
AUM
$668M
Pooled Vehicle Clients
16
AUM
$4.4B
Pension/Profit Sharing Plan Clients
5
AUM
$535.2M
Charitable Organization Clients
1
AUM
$134.5M
Government Entity Clients
4
AUM
$2.8B
Insurance Company Clients
3
AUM
$1.1B
Corporation or Business Clients
9
AUM
$3.5B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
COLLATERAL MGMT. FEE ON COLL. PRINCIPAL & ACCRUED INTEREST.

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 12 other businesses.

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