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Amir Ali Monsefi

AIRE ADVISORS, LLC·BEVERLY HILLS, California
Unclaimed Profile
9350 WILSHIRE BLVD, BEVERLY HILLS, CA 90212CRD# 2394903Firm CRD# 307450
01

About

Amir Ali Monsefi is a registered financial advisor based in BEVERLY HILLS, California, affiliated with AIRE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AIRE ADVISORS, LLC
AIRE ADVISORS, LLC
AUM
$827M
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2394903
Firm CRD# 307450
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amir Ali Monsefi offer?
Amir Ali Monsefi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are Amir Ali Monsefi's credentials?
Amir Ali Monsefi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amir Ali Monsefi located?
Amir Ali Monsefi is based in BEVERLY HILLS, California, working with AIRE ADVISORS, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Amir Ali Monsefi charge for services?
Amir Ali Monsefi's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AIRE ADVISORS, LLC?
AIRE ADVISORS, LLC has approximately 11 employees and manages $827M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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