Ares Financial Consulting LLC

Ares Financial Consulting LLC (CRD# 282852) is a financial advisory firm headquartered in Sherman Oaks, CA. They manage $185,889,545 in 714 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
14140 Magnolia Blvd, Sherman Oaks, CA 91423
http://www.aresfinancialconsulting.com
By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $260,350
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MN, NH, OR, TX, WA, WI

Financial Advisors at Ares Financial Consulting LLC
Showing 1 - 5 of 5 top financial advisors.
1
James Pickett, financial advisor Newport Beach CA
James E. Pickett
CRD#: 2666576
20201 Sw Birch, Suite 275, Newport Beach, CA 92646

James Pickett (CRD# 2666576) is an Investment Advisor Representative working at Ares Financial Consulting LLC in Newport Beach, CA and has over 28 years of experience in the finance industry.

2
Jeffrey Richter, financial advisor Sherman Oaks CA
Jeffrey T. Richter
CRD#: 5156185
14140 Magnolia Blvd, Sherman Oaks, CA 91423

Jeffrey Richter (CRD# 5156185) is an Investment Advisor Representative working at Ares Financial Consulting LLC in Sherman Oaks, CA and has over 17 years of experience in the finance industry.

3
Nathan Schorsch, financial advisor Sherman Oaks CA
Nathan E. Schorsch
CRD#: 6588270
14140 Magnolia Blvd, Sherman Oaks, CA 91423

Nathan Schorsch (CRD# 6588270) is an Investment Advisor Representative working at Ares Financial Consulting LLC in Sherman Oaks, CA and has over 8 years of experience in the finance industry.

4
Nils Wickman, financial advisor Tacoma WA
Nils R. Wickman
CRD#: 4798286
Tacoma, WA

Nils Wickman (CRD# 4798286) is an Investment Advisor Representative working at Ares Financial Consulting LLC in Tacoma, WA and has over 19 years of experience in the finance industry.

5
Christopher Dinterman, financial advisor Temecula CA
Christopher D. Dinterman
CRD#: 2731588
Temecula, CA

Christopher Dinterman (CRD# 2731588) is an Investment Advisor Representative working at Ares Financial Consulting LLC in Temecula, CA and has over 27 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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