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SITRIN CAPITAL MANAGEMENT, LLC
2029 Century Park East
Suite 400
Century City, California 90067
Tel: (424) 777-4400
About SITRIN CAPITAL MANAGEMENT, LLC
SITRIN CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SITRIN CAPITAL MANAGEMENT, LLC. The firm was established in 02/03/2016. They have over 1 offices throughout the country.
SITRIN CAPITAL MANAGEMENT, LLC is a Century City, California based Financial Planning firm with nearly $326,209,143 assets under management, offering retirement planning & investment advisory services to 619 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282436 |
| SEC# | 801-107216 |
| Assets Managed by Firm | $326,209,143 |
| No. of Clients | 619 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 619 | $326,209,143 |
| Individuals (other than high net worth individuals) | 134 | $30,511,062 |
| High net worth individuals | 96 | $295,698,081 |
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