Ares Financial Consulting LLC

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Assets, Funds, Holdings

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Ares Financial Consulting LLC
CRD #282852
SEC #801-121211
CIK #
AUM $185.9 MM (2024-06-11)
Employees 5 (100% Investors, 0% Brokers)
Phone818-986-1479
Address14140 Magnolia Blvd
Sherman Oaks, CA 91423
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
190152114763802009201420192025
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
NV 0.2
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SD 0.2
Sustainable Advisors Alliance LLC
OK 0.2
Mandalay Financial LLC
TX 0.2
Blackridge Asset Management LLC
FL 0.2
Investors Portfolio Services LLC
WA 0.2
17 Capital Partners LLC
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
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