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 #0002106717
AUM 243.9 M (2026-05-14)
Employees 5 (60% Investors, 0% Brokers)
Phone818-986-1479
Address4500 Park Granada
Calabasas, CA 91302
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002010201520212027
Sector Form 13F Holdings Value ($M)
Nvidia Corp 4.6
Alphabet Inc 3.4
Apple Inc 2.7
Alphabet Inc 2.1
Microsoft Corp 1.9
United Technologies Corp /DE/ 1.4
Amazon Com Inc 1.3
Tesla Motors Inc 1.0
Advanced Micro Devices Inc 0.9
 
 
Holdings by Sector ($M)
14011284562802025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 243 77.3
(b) Individuals (high net worth individuals) 46 166.5
(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 892 243.9
By Discretionary
Discretionary 892 243.9
Non-Discretionary 0 0.0
Total 892 243.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 243.9
Total 892 243.9
EDGAR Form CIK 2011 - 2026
13F-HR [0002106717]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients5
ServesInstitutional, Retail
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