Overview
Assets Under Management: $2.3 billion
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 284
Average Client Assets: $7.4 million
Frequently Asked Questions
ADVICEPERIOD, 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 #169828), ADVICEPERIOD, LLC is subject to fiduciary duty under federal law.
ADVICEPERIOD, LLC is headquartered in LOS ANGELES, CA.
ADVICEPERIOD, LLC serves 284 high-net-worth clients according to their SEC filing dated June 12, 2018. View client details ↓
According to their SEC Form ADV, ADVICEPERIOD, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ADVICEPERIOD, LLC manages $2.3 billion in client assets according to their SEC filing dated June 12, 2018.
According to their SEC Form ADV, ADVICEPERIOD, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 284
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.16%
Average Client Assets: $7.4 million
Total Client Accounts: 2,146
Discretionary Accounts: 2,140
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 169828
Filing ID: 1223863
Last Filing Date: 2018-06-12 16:43:00