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Home > Retirement Planners > california > los angeles > DOHENY ASSET MANAGEMENT, L.L.C.
DOHENY ASSET MANAGEMENT, L.L.C.
12400 Wilshire Blvd.
Suite 1480
Los Angeles, California 90025
Tel: 213-802-7806
About DOHENY ASSET MANAGEMENT, L.L.C.
DOHENY ASSET MANAGEMENT, LLC, formally registered with the SEC as DOHENY ASSET MANAGEMENT, LLC. The firm was established in 04/09/1993. They have over 1 offices throughout the country.
DOHENY ASSET MANAGEMENT, L.L.C. is a Los Angeles, California based Financial Planning firm with nearly $164,156,572 assets under management, offering retirement planning & investment advisory services to 79 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106434 |
| SEC# | 801-43726 |
| Assets Managed by Firm | $164,156,572 |
| No. of Clients | 79 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 79 | $164,156,572 |
| Individuals (other than high net worth individuals) | 14 | $4,059,523 |
| High net worth individuals | 32 | $158,464,321 |
| Pension and profit sharing plans | 1 | $718,597 |
| Charitable organizations | 1 | $914,131 |
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