AG
CFP
AG
CFP

Alan Mitchell Gelb

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
3,051 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$5.6B

Fee Structure

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Location

2121 Avenue of the Stars, Suite 2400, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mariner Independent
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Adviceperiod, LLC
October 2018 - March 2022 · 3 yrs 5 mos
Wescap Group
November 2006 - October 2018 · 11 yrs 11 mos
Diamond Heritage, LLC
September 2004 - March 2006 · 1 yr 6 mos
Ami Asset Management CORP
November 2003 - August 2004 · 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.