Ares Financial Consulting LLC

RIASEC Registered
Total AUM
$244M
Discretionary
$244M
100% of AUM
Avg account
$273K
Accounts
892
Employees
5
Advisory reps
4

Firm details

Headquarters
Calabasas, California
CRD number
282852
Registered since
May 14, 2021
Website
www.aresfinancialconsulting.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., BETTERMENT, AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI68.27%
  • Individuals31.68%
  • Charitable Organizations0.05%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ares Financial Consulting LLC is an independent, owner-operated LLC that registered with the SEC in 2021. The firm focuses on serving individual and family clients with a mix of financial planning and portfolio management services for individuals and small businesses. Its advisory toolkit also includes selection of third‑party advisers and pension consulting services. Fee arrangements are flexible: percentage of AUM, hourly billing, and fixed fees are all used. The firm identifies as a capital allocator and lists an affiliation with an insurance company; it does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Cash & Cash Equivalents 24%, Exchange Traded Equities 10%, US Government Bonds 4%, State & Local Bonds 1%, Private Funds 1%60%
  • Public Funds/Mutual Funds60%
  • Cash & Cash Equivalents24%
  • Exchange Traded Equities10%
  • US Government Bonds4%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 148

Active vs passive

$85.8M in ETFs

Passive

71%

$60.7M

Active

29%

$25M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$16.2M43,30918.89%
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Location

Primary office

Calabasas, CA

Los Angeles

Location

Calabasas, CA

Headquartered in Calabasas, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
4500 Park Granada
Time zone
PT (UTC-8)
Office locations

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