Overview
Assets Under Management: $193 million
Headquarters: CALABASAS, CA
High-Net-Worth Clients: 33
Average Client Assets: $4 million
Frequently Asked Questions
ARES FINANCIAL CONSULTING 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 #282852), ARES FINANCIAL CONSULTING LLC is subject to fiduciary duty under federal law.
ARES FINANCIAL CONSULTING LLC is headquartered in CALABASAS, CA.
ARES FINANCIAL CONSULTING LLC serves 33 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, ARES FINANCIAL CONSULTING LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ARES FINANCIAL CONSULTING LLC manages $193 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, ARES FINANCIAL CONSULTING LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.44
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 780
Discretionary Accounts: 780
Regulatory Filings
CRD Number: 282852
Last Filing Date: 2025-02-28 00:00:00
Website: https://aresfinancialconsulting.com