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Home > Retirement Planners > california > redondo beach > THE INVESTMENT HOUSE LLC
THE INVESTMENT HOUSE LLC
210 Avenue I
Ste C
Redondo Beach, California 90277
Tel: 310-873-3021
About THE INVESTMENT HOUSE LLC
THE INVESTMENT HOUSE LLC, formally registered with the SEC as THE INVESTMENT HOUSE LLC. The firm was established in 05/10/2012. They have over 2 offices throughout the country.
THE INVESTMENT HOUSE LLC is a Redondo Beach, California based Financial Planning firm with nearly $1,621,108,200 assets under management, offering retirement planning & investment advisory services to 516 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 163493 |
| SEC# | 801-76547 |
| Assets Managed by Firm | $1,621,108,200 |
| No. of Clients | 516 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 516 | $1,621,108,200 |
| Individuals (other than high net worth individuals) | 65 | $55,509,500 |
| High net worth individuals | 149 | $1,255,470,600 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,230,800 |
| Charitable organizations | Fewer than 5 clients | $6,391,000 |
| Corporations or other businesses | Fewer than 5 clients | $44,526,300 |
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