Overview
Assets Under Management: $12.9 billion
Headquarters: LOS ANGELES, CA
Frequently Asked Questions
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169582), ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC is subject to fiduciary duty under federal law.
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC is headquartered in LOS ANGELES, CA.
According to their SEC Form ADV, ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC manages $12.9 billion in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Total Client Accounts: 139
Non-Discretionary Accounts: 139
Regulatory Filings
CRD Number: 169582
Filing ID: 1847527
Last Filing Date: 2024-03-28 14:30:00