Overview
Assets Under Management: $827 million
Headquarters: BEVERLY HILLS, CA
High-Net-Worth Clients: 242
Average Client Assets: $4 million
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