Overview
Assets Under Management: $193 million
Headquarters: CALABASAS, CA
High-Net-Worth Clients: 33
Average Client Assets: $4 million
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