Aire Advisors, LLC

RIASEC RegisteredEst. 2020
Total AUM
$1B
Discretionary
$986M
98% of AUM
Avg account
$865K
Accounts
1,163
Employees
9
Advisory reps
12

Firm details

Headquarters
Beverly Hills, California
CRD number
307450
Registered since
November 20, 2020
Website
www.aireadvisors.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI91.81%
  • Pension & Profit Sharing Plans3.28%
  • Corporations / Businesses1.93%
  • Individuals1.48%
  • Other1.47%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Aire Advisors, LLC is an independent registered investment adviser formed as an LLC and operating since 2020. The firm serves both individual/family and institutional clients and positions itself as a capital allocator, offering financial planning plus discretionary and non-discretionary portfolio management for individuals, small businesses and institutions. Compensation comes primarily from a percentage of assets under management, supplemented by hourly fees. Advisory capabilities include pension consulting and the selection of third‑party managers. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 47%, Other 28%, Exchange Traded Equities 20%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%47%
  • Public Funds/Mutual Funds47%
  • Other28%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1
  • Amir Monsefi

    Amir Monsefi

    Co-Founder & CEOCRD 2394903

Contacts

3 of 11
  • Balfoure Brenes

    Balfoure Brenes

    Vice President​, Wealth AdvisorCRD 6019811

  • Sharon Nassirzadeh

    Sharon Nassirzadeh

    Co-Founder & Senior PartnerCRD 2400210

  • Neil Unger

    Neil Unger

    VP, Wealth AdvisorCRD 7379881

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 86

Active vs passive

$419M in ETFs

Passive

57%

$239M

Active

33%

$180M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$32.5M74,4097.76%
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Location

Primary office

Beverly Hills, CA

Los Angeles

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
9350 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth