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| Happy Holidays!! thanks for using AUM13F!! |
| Ares Financial Consulting LLC
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|---|---|
| CRD # | 282852 |
| SEC # | 801-121211 |
| CIK # | |
| AUM | $193.3 M (2025-05-16) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 818-986-1479 |
| Address | 4500 Park Granada Calabasas, CA 91302 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 70.6 |
| (b) Individuals (high net worth individuals) | 33 | 122.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 780 | 193.3 |
| By Discretionary | ||
| Discretionary | 780 | 193.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 780 | 193.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.3 | |
| Total | 780 | 193.3 |
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|---|---|---|
|
Eudaimonia Asset Management LLC
✚
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TN | 0.2 |
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Boomfish Wealth Group LLC
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GA | 0.2 |
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Newport Wealth Advisors Inc
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CA | 0.2 |
|
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New Century Financial Group LLC
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NJ | 0.2 |
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Clemson-Eps Advisors LLC
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SC | 0.2 |
|
Legacy Solutions LLC
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PA | 0.2 |
|
The Wealth Conservancy Inc
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CO | 0.2 |
|
Superior Planning LLC
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|
CA | 0.2 |
|
Bayntree Wealth Advisors LLC
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|
AZ | 0.2 |