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| Ares Financial Consulting LLC
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|---|---|
| CRD # | 282852 |
| SEC # | 801-121211 |
| CIK # | 0002106717 |
| AUM | $243.9 M (2026-05-14) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 818-986-1479 |
| Address | 4500 Park Granada Calabasas, CA 91302 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002106717 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.6 | ||
| Alphabet Inc | 3.4 | ||
| Apple Inc | 2.7 | ||
| Alphabet Inc | 2.1 | ||
| Microsoft Corp | 1.9 | ||
| United Technologies Corp /DE/ | 1.4 | ||
| Amazon Com Inc | 1.3 | ||
| Tesla Motors Inc | 1.0 | ||
| Advanced Micro Devices Inc | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clear Ridge Wealth Management LLC
✚
|
MI | 0.2 |
|
Boyce & Associates Wealth Consulting Inc
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|
TX | 0.2 |
|
Lederer & Associates Investment Counsel
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CA | 0.2 |
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Bazis Private Wealth LLC
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Richardson Wealth USA Limited
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0.2 | |
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CFO Capital Management LLC
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Invera Wealth Advisors LLC
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0.2 | |
|
Foundation Capital Management LLC
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PA | 0.2 |
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Pursue Wealth Partners LLC
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0.2 | |
|
EXIT Wealth Advisors LLC
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GA | 0.2 |