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Home > Retirement Planners > california > santa monica > GEORGINA ASSET MANAGEMENT LLC
GEORGINA ASSET MANAGEMENT LLC
1201 Montana Ave
Suite 205
Santa Monica, California 90403
Tel: 310-395-2679
About GEORGINA ASSET MANAGEMENT LLC
GEORGINA ASSET MANAGEMENT LLC, formally registered with the SEC as GEORGINA ASSET MANAGEMENT LLC. The firm was established in 06/23/2000. They have over 1 offices throughout the country.
GEORGINA ASSET MANAGEMENT LLC is a Santa Monica, California based Financial Planning firm with nearly $342,535,137 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107949 |
| SEC# | 801-57689 |
| Assets Managed by Firm | $342,535,137 |
| No. of Clients | 19 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 19 | $342,535,137 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $5,413,990 |
| High net worth individuals | 13 | $215,790,411 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,145,406 |
| Charitable organizations | Fewer than 5 clients | $120,185,330 |
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