Aire Advisors, LLC

Aire Advisors, LLC (CRD# 307450) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $827,445,000 in 931 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
9350 Wilshire Blvd, Suite 200, Beverly Hills, CA 90212
https://www.linkedin.com/company/aireadvisors/
By the Numbers
  • Total Assets Under Management
    827
    MILLION
  • Total Number of Accounts
    931
    ACCOUNTS
  • Average Account Value
    $888,770
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, IL, LA, MN, NE, NH, NV, NY, TX, WA

Financial Advisors at Aire Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Balfoure Brenes, financial advisor Beverly Hills CA
Balfoure P. Brenes
CRD#: 6019811
9350 Wilshire Blvd, Suite 200, Beverly Hills, CA 90212

Balfoure Brenes (CRD# 6019811) is an Investment Advisor Representative working at Aire Advisors, LLC in Beverly Hills, CA and has over 12 years of experience in the finance industry.

2
Kristina Downing, financial advisor Beverly Hills CA
Kristina C. Downing
CRD#: 5119346
9350 Wilshire Blvd, Suite 200, Beverly Hills, CA 90212

Kristina Downing (CRD# 5119346) is an Investment Advisor Representative working at Aire Advisors, LLC in Beverly Hills, CA and has over 16 years of experience in the finance industry.

3
Philip Fessler, financial advisor Beverly Hills CA
Philip H. Fessler
CRD#: 2305500
9350 Wilshire Blvd, Suite 200, Beverly Hills, CA 90212

Philip Fessler (CRD# 2305500) is an Investment Advisor Representative working at Aire Advisors, LLC in Beverly Hills, CA and has over 31 years of experience in the finance industry.

4
Simone Liu, financial advisor Beverly Hills CA
Simone Liu
CRD#: 4953292
9350 Wilshire Blvd, Suite 200, Beverly Hills, CA 90212

Simone Liu (CRD# 4953292) is an Investment Advisor Representative working at Aire Advisors, LLC in Beverly Hills, CA and has over 18 years of experience in the finance industry.

5
Amir Monsefi, financial advisor Beverly Hills CA
Amir A. Monsefi
CRD#: 2394903
9350 Wilshire Blvd, Suite 200, Beverly Hills, CA 90212

Amir Monsefi (CRD# 2394903) is an Investment Advisor Representative working at Aire Advisors, LLC in Beverly Hills, CA and has over 30 years of experience in the finance industry.

6
Sharon Nassirzadeh, financial advisor Beverly Hills CA
Sharon Nassirzadeh
CRD#: 2400210
9350 Wilshire Blvd, Suite 200, Beverly Hills, CA 90212

Sharon Nassirzadeh (CRD# 2400210) is an Investment Advisor Representative working at Aire Advisors, LLC in Beverly Hills, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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