Overview
Assets Under Management: $827 million
Headquarters: BEVERLY HILLS, CA
High-Net-Worth Clients: 242
Average Client Assets: $4 million
Frequently Asked Questions
AIRE ADVISORS, 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 #307450), AIRE ADVISORS, LLC is subject to fiduciary duty under federal law.
AIRE ADVISORS, LLC is headquartered in BEVERLY HILLS, CA.
AIRE ADVISORS, LLC serves 242 high-net-worth clients according to their SEC filing dated March 07, 2024. View client details ↓
According to their SEC Form ADV, AIRE ADVISORS, 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 ↓
AIRE ADVISORS, LLC manages $827 million in client assets according to their SEC filing dated March 07, 2024.
According to their SEC Form ADV, AIRE ADVISORS, 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
Number of High-Net-Worth Clients: 242
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.33
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 931
Discretionary Accounts: 931
Regulatory Filings
CRD Number: 307450
Last Filing Date: 2024-03-07 00:00:00
Website: https://aireadvisors.com