Ares Financial Consulting LLC
Firm details
- Headquarters
- Calabasas, California
- CRD number
- 282852
- Registered since
- May 14, 2021
- 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
FINTRXOverview
Ares Financial Consulting LLC is an independent registered investment adviser organized as an LLC and established in 2021. The firm serves primarily individual and family clients and acts as a capital allocator, sourcing third‑party managers when appropriate. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements are flexible and include percentage‑of‑assets, hourly and fixed‑fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Cash & Cash Equivalents24%
- Exchange Traded Equities10%
- US Government Bonds4%
- State & Local Bonds1%
Contacts
3 of 4
Nils Wickman
Investment Advisor RepresentativeCRD 4798286
Brittney Kolesar
Co-FounderCRD 5586036
Jeffrey Richter
Executive Director, CCOCRD 5156185
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 157Active vs passive
$90.6M in ETFs
63%
$57.1M
37%
$33.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $16.6M | 44,884 | 18.33% |
Location
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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