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Building 2LOURDMURRAY

Map pinBEVERLY HILLS, CA
Phone800-780-9858
NotebookSEC #801-66803
Total AUM
$3.6B
Employees
23
Clients
507

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9777 WILSHIRE BLVD.
SUITE 1018
BEVERLY HILLS
CA 90212
United States
Operating Hours
6:30 AM - 4:00 PM
Monday - Friday
Phone
800-780-9858
Other Offices
1

ReceiptFinancials

Total AUM
$3.6B
Accounts
1,737
Discretionary
$3.3B
Accounts
1,689
Non-Discretionary
$318.3M
Accounts
48

ContactClients

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Individual Clients
199
AUM
$58.8M
HNW Individual Clients
305
AUM
$3.6B
Pension/Profit Sharing Plan Clients
3
AUM
$381K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTFLHIILLAMAMSNCNJNVNYPATXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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