Favor Wealth Advisors, LLC

RIAState Registered
Total AUM
$88.8M
Discretionary
$88.8M
100% of AUM
Avg account
$184K
Accounts
483
Employees
3
Advisory reps
1

Firm details

Headquarters
Pasadena, California
CRD number
316705
Registered since
December 6, 2021
Custodians
CHARLES SCHWAB & CO., INC., COMMUNITY BANK NA
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI63.77%
  • Individuals36.23%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Favor Wealth Advisors, LLC is an independent, individual-owned advisory firm that serves primarily individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and helps clients select other advisers. Its fee model includes asset-based fees, hourly charges, and fixed fees. Favor Wealth acts as a capital allocator for clients and maintains an affiliation with an insurance company. The firm is state-registered in California, Louisiana, and Nevada.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 41%, Public Funds/Mutual Funds 30%, Private Funds 15%, Non-Exchange Traded Equities 5%, Cash & Cash Equivalents 5%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%41%
  • Exchange Traded Equities41%
  • Public Funds/Mutual Funds30%
  • Private Funds15%
  • Non-Exchange Traded Equities5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Ricky Biel

    Ricky Biel

    PrincipalCRD 4123346

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Pasadena, CA

Los Angeles

Location

Pasadena, CA

Headquartered in Pasadena, 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
155 S El Molino Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth