Marriner Boult LLC is a large advisory firm based in Beverly Hills. It manages $93.54 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of California.
Marriner Boult provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Marriner Boult LLC is $93.54 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Marriner Boult LLC for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Marriner Boult LLC performs its advisory services is located at 9381 West Olympic Boulevard, Beverly Hills, CA 90212 The mailing address of the firm is 324 South Beverly Drive, Beverly Hills, CA 90212. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-717-4248 or by fax 310-277-5864. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.mboult.com.