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Jeffrey T Richter

ARES FINANCIAL CONSULTING LLC·SHERMAN OAKS, California
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14140 MAGNOLIA BLVD, SHERMAN OAKS, CA 91423CRD# 5156185Firm CRD# 282852
01

About

Jeffrey T Richter is a registered financial advisor based in SHERMAN OAKS, California, affiliated with ARES FINANCIAL CONSULTING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ARES FINANCIAL CONSULTING LLC
ARES FINANCIAL CONSULTING LLC
AUM
$186M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ARES FINANCIAL CONSULTING LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5156185
Firm CRD# 282852
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey T Richter offer?
Jeffrey T Richter specializes in Financial Planning, Investment Management. Contact their office in SHERMAN OAKS, California for a consultation.
What are Jeffrey T Richter's credentials?
Jeffrey T Richter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey T Richter located?
Jeffrey T Richter is based in SHERMAN OAKS, California, working with ARES FINANCIAL CONSULTING LLC. Their office serves clients in the SHERMAN OAKS metropolitan area and surrounding communities.
How does Jeffrey T Richter charge for services?
Jeffrey T Richter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARES FINANCIAL CONSULTING LLC?
ARES FINANCIAL CONSULTING LLC has approximately 5 employees and manages $186M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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