National Retirement Planning Experts

National Coverage
Local Professionals

EXTRACT ADVISORS

21255 Burbank Blvd., Suite 120
Los Angeles, California 91367
Tel: 212 255 0972

Need a Financial Advisor?
Compare Vetted Advisors

About EXTRACT ADVISORS

EXTRACT ADVISORS, formally registered with the SEC as EXTRACT ADVISORS. The firm was established in 07/29/2019. They have over 2 offices throughout the country.

EXTRACT ADVISORS is a Los Angeles, California based Financial Planning firm with nearly $669,551,821 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#285535
SEC#801-117058
Assets Managed by Firm$669,551,821
No. of Clients7
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Other (PROVIDES RESEARCH SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total7$669,551,821

More Retirement Planning firms in Los Angeles, California:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Los Angeles, California