ARES FINANCIAL CONSULTING LLC

4500 Park Granada
Suite 202
Calabasas, California 91302
Tel: 818-986-1479

About ARES FINANCIAL CONSULTING LLC

ARES FINANCIAL CONSULTING LLC, formally registered with the SEC as ARES FINANCIAL CONSULTING LLC. The firm was established in 05/14/2021. They have over 4 offices throughout the country.

ARES FINANCIAL CONSULTING LLC is a Calabasas, California based Financial Planning firm with nearly $193,324,292 assets under management, offering retirement planning & investment advisory services to 780 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282852
SEC#	801-121211
Assets Managed by Firm	$193,324,292
No. of Clients	780
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	780	$193,324,292
Individuals (other than high net worth individuals)	250	$70,580,057
High net worth individuals	33	$122,635,866
Charitable organizations	Fewer than 5 clients	$108,369

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BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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