Finance 500 Advisory Services Inc (Irvine)

Finance 500 Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Finance 500 Advisory Services: assets under management

The assets under management (AUM) of Finance 500 Advisory Services Inc is $52.1 million. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50.35 million in discretionary accounts and $1.76 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $266.38 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $250.83 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Finance 500 Advisory Services Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Irvine

The principal office where Finance 500 Advisory Services Inc performs its advisory services is located at 19762 Macarthur Blvd, Irvine, CA 92612, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-253-4000 or by fax 949-476-2552. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.f500advisory.com.

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