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Building 2KAUFMAN + BERNSTEIN, INC.

Map pinLOS ANGELES, CA
Phone310-277-1900
NotebookSEC #801-66377
Total AUM
$654.7M
Employees
19
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1925 CENTURY PARK EAST,
SUITE 800
LOS ANGELES
CA 90067
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
310-277-1900

ReceiptFinancials

Total AUM
$654.7M
Accounts
319
Discretionary
$654.7M
Accounts
319
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningOther ServicesPension Consulting
Other Services
ON MORE THAN OCCASIONAL BASIS, FURNISH ADVICE TO CLIENTS ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
5% OF PROFESSIONAL OR GROSS INCOME

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CA

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

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