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POST ADVISORY GROUP, LLC
2049 Century Park East
Suite 3050
Los Angeles, California 90067
Tel: 310-996-9600
About POST ADVISORY GROUP, LLC
POST ADVISORY GROUP, LLC, formally registered with the SEC as POST ADVISORY GROUP, LLC. The firm was established in 09/18/2000. They have over 1 offices throughout the country.
POST ADVISORY GROUP, LLC is a Los Angeles, California based Financial Planning firm with nearly $16,737,022,213 assets under management, offering retirement planning & investment advisory services to 45 clients. The firm is staffed with 50 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108860 |
| SEC# | 801-57939 |
| Assets Managed by Firm | $16,737,022,213 |
| No. of Clients | 45 |
| No. of Advisors | 50 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (COLLATERAL MGMT. FEE ON COLL. PRINCIPAL & ACCRUED INTEREST.)
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 45 | $16,737,022,213 |
| Pension and profit sharing plans | 10 | $3,165,644,899 |
| Charitable organizations | Fewer than 5 clients | $118,514,357 |
| Corporations or other businesses | 9 | $5,791,646,070 |
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