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Ares Financial Consulting LLC

● SEC registered since 2021CRD 282852SEC# 801-121211Calabasas, CA
Export (members)
Reg. AUM
$193.3M
Employees
4
Accounts
780
Location
Calabasas, CA

Ares Financial Consulting LLC assets under management

Ares Financial Consulting LLC is an SEC-registered investment adviser based in Calabasas, CA. The firm has been registered since 2021. It reports $193.3 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/ares-financial-consulting-llc/aboutView on SEC.gov ↗

Ares Financial Consulting LLC owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey T Richter ControlCeo And CcoOver 75%2016

Frequently asked questions

How much does Ares Financial Consulting LLC manage?

Ares Financial Consulting LLC reports $193.3 million in regulatory assets under management on its Form ADV.

How many employees does Ares Financial Consulting LLC have?

Ares Financial Consulting LLC reports 4 employees.

Where is Ares Financial Consulting LLC located?

Ares Financial Consulting LLC is based in Calabasas, CA and has been SEC-registered since 2021.

Does Ares Financial Consulting LLC disclose fund performance?

Ares Financial Consulting LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4500 Park Granada, Suite 202, Calabasas, CA 91302
Phone818-986-1479
Fax888-270-2890
Office hours0800 To 1700 Hrs
SEC regionLos Angeles Regional Office (LARO)
CIK2106717
Discloses disciplinary historyNo

Assets under management

Discretionary$193.3M
Non-discretionary$0
Total (RAUM)$193.3M