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Building 2ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC

Map pinLOS ANGELES, CA
Phone424-372-1775
NotebookSEC #801-78934
Total AUM
$12.9B
Employees
7
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10635 SANTA MONICA BOULEVARD
SUITE 240
LOS ANGELES
CA 90025
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
424-372-1775

ReceiptFinancials

Total AUM
$12.9B
Accounts
139
Discretionary
$0
Accounts
0
Non-Discretionary
$12.9B
Accounts
139

ContactClients

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Pension/Profit Sharing Plan Clients
1
AUM
$11.9B
Other Clients
1
AUM
$972.6M
Description of Other Clients
GUILDS AND HEALTH PLANS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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