Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
27,435 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$45.5B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
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Location

2000 Avenue of the Stars, Suite 1110, 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
Kayne Anderson Rudnick Investment Management, LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Capital Group Private Client Services, INC.
July 2021 - March 2022 · 8 mos
Capital Bank and Trust Company
March 2016 - July 2021 · 5 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.