Douglas Lopez, financial advisor Newport Beach CA

Douglas Lopez

CRD Number: 2419398
Current Firm: Aristotle Credit Partners, LLC

Douglas Lopez (CRD# 2419398) is an Investment Advisor Representative working at Aristotle Credit Partners, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Aristotle Credit Partners, LLC Los Angeles, CA Jan 2014 - Current 10
West Gate Horizons Advisors, LLC Los Angeles, CA Jan 2014 - Sep 2015 1

Douglas Lopez has no recent exams reported.
Contact Info for Douglas F. Lopez
Phone Number: 949-681-2100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    677
    MILLIONS
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $2,028,400
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CT, FL, IL, LA, MA, MD, NY, OH, PA, TX, WA, WY

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