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Home > Retirement Planners > california > los angeles > AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC
AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC
11150 Santa Monica Blvd
Suite 1425
Los Angeles, California 90025-6383
Tel: 310-481-8700
About AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC
AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC, formally registered with the SEC as AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC. The firm was established in 09/23/2022. They have over 1 offices throughout the country.
AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC is a Los Angeles, California based Financial Planning firm with nearly $250,817,000 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301331 |
| SEC# | 801-126613 |
| Assets Managed by Firm | $250,817,000 |
| No. of Clients | 3 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $250,817,000 |
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