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Ares Financial Consulting LLC
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CRD # | 282852 |
SEC # | 801-121211 |
CIK # | |
AUM | $185.9 MM (2024-06-11) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 818-986-1479 |
Address | 14140 Magnolia Blvd Sherman Oaks, CA 91423 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 293 | 45.6 |
(b) Individuals (high net worth individuals) | 24 | 138.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 1.5 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 714 | 185.9 |
By Discretionary | ||
Discretionary | 714 | 185.9 |
Non-Discretionary | 0 | 0.0 |
Total | 714 | 185.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 185.9 | |
Total | 714 | 185.9 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
West Ridge Advisors LLC
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|
NV | 0.2 |
Big Sioux Financial Inc
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SD | 0.2 |
Sustainable Advisors Alliance LLC
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OK | 0.2 |
Mandalay Financial LLC
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|
TX | 0.2 |
Blackridge Asset Management LLC
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|
FL | 0.2 |
Investors Portfolio Services LLC
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|
WA | 0.2 |
17 Capital Partners LLC
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|
AZ | 0.2 |
Sound Financial Strategies Group LLC
✚
|
MS | 0.2 |
Lifeplan Investment Advisors Inc
✚
|
NC | 0.2 |
Crew Capital Management Ltd
✚
|
OH | 0.2 |