ADVICEPERIOD, LLC

LOS ANGELES, California·2 registered advisors·CRD# 169828
SEC# 801-7900520424-281-3600
01

Firm Overview

AUM
$4.5B
Regulatory assets under management
Employees
92
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ADVICEPERIOD, LLC

2 registered advisors
Jonathan Paul Straub
LOS ANGELES, California
Steven David Lockshin
LOS ANGELES, California
05

Office Locations

LOS ANGELES, California
2 advisors

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Data sourced from SEC Form ADV filings. ADVICEPERIOD, LLC (CRD# 169828) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.