Ares Financial Consulting LLC
Firm details
- Headquarters
- Calabasas, California
- CRD number
- 282852
- Registered since
- May 14, 2021
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., BETTERMENT, AMERICAN FUNDS & TRUSTS INCORPORATED
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.27%
- Individuals31.68%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Ares Financial Consulting LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2021 and owned by an individual. The firm concentrates on serving individuals and families and describes itself as a capital allocator that both manages portfolios and selects outside managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting work, and manager selection. Its fee model combines percentage-of-AUM billing with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Cash & Cash Equivalents24%
- Exchange Traded Equities10%
- US Government Bonds4%
- State & Local Bonds1%
Contacts
3 of 4
Jeffrey Richter
Executive Director, CCOCRD 5156185
Michael Lambrakis
PartnerCRD 5960129
Nils Wickman
Investment Advisor RepresentativeCRD 4798286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 157Active vs passive
$90.6M in ETFs
63%
$57.1M
37%
$33.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $16.6M | 44,884 | 18.33% |
Location
Calabasas, CA
Los Angeles
Location
Calabasas, CA
Headquartered in Calabasas, 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
- 4500 Park Granada
- Time zone
- PT (UTC-8)
- Office locations
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