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ALLSTREET CAPITAL LLC
707 Wilshire Blvd
Suite 3850
Los Angeles, California 90017
Tel: 213-443-6791
About ALLSTREET CAPITAL LLC
ALLSTREET CAPITAL LLC, formally registered with the SEC as ALLSTREET CAPITAL LLC. The firm was established in 07/08/2016. They have over 2 offices throughout the country.
ALLSTREET CAPITAL LLC is a Los Angeles, California based Financial Planning firm with nearly $190,000,000 assets under management, offering retirement planning & investment advisory services to 425 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283564 |
| SEC# | 801-108018 |
| Assets Managed by Firm | $190,000,000 |
| No. of Clients | 425 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 425 | $190,000,000 |
| Individuals (other than high net worth individuals) | 30 | $9,000,000 |
| High net worth individuals | 140 | $181,000,000 |
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