Unclaimed Profile

Jeffrey T Richter

ARES FINANCIAL CONSULTING LLC·SHERMAN OAKS, California

Clean recordARES FINANCIAL CONSULTING LLC

14140 MAGNOLIA BLVD, SHERMAN OAKS, CA 91423CRD# 5156185Firm CRD# 282852

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey T Richter · SHERMAN OAKS, CA

Registration

CRD #5156185 · ARES FINANCIAL CONSULTING LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ARES FINANCIAL CONSULTING LLC

AUM

$186M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5156185

Firm CRD# 282852

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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