The Investment House LLC
Firm details
- Headquarters
- Redondo Beach, California
- CRD number
- 163493
- Registered since
- May 10, 2012
- Website
- tihllc.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI57.82%
- Investment Companies36.25%
- Corporations / Businesses2.38%
- Pooled Investment Vehicles2.1%
- Individuals0.77%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
The Investment House LLC is an SEC-registered limited liability company that has been operating since 2012 and is classified in the data as a hedge fund. Its clientele includes both individual/family investors and institutional accounts. The firm charges a combination of asset-based fees and performance-based fees and provides portfolio management across a range of client structures, including individuals and small businesses, investment companies, and pooled investment vehicles. The firm is not identified as an active ESG investor and the ADV indicates it is not designated as a multi-state adviser.
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
- Exchange Traded Equities93%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
David Kahn
Chief Compliance OfficerCRD 1242008
Contacts
3 of 8Wayne Woodman
Senior Vice PresidentCRD 1019889
Andrew Woodman
Financial AdvisorCRD 6628474
Glenn Goodstein
Managing MemberCRD 2294989
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$76.2M in ETFs
100%
$75.8M
0%
$381K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BIOTECHNOLOGY ETF (IBB) | BlackRock | Passive | Health | $18.4M | 96,715 | 24.15% |
Location
Redondo Beach, CA
Los Angeles
Location
Redondo Beach, CA
Headquartered in Redondo Beach, 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
- 210 Avenue I
- Time zone
- PT (UTC-8)
- Office locations
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