Coral Tree Asset Management

Coral Tree Asset Management (CRD# 172221) is a financial advisory firm headquartered in Los Angeles, CA. They manage $6,264,460 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $6,264,460
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Coral Tree Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Iman Movahed
CRD#: 5096708
1999 Avenue Of The Stars, Suite 1100, Los Angeles, CA 90067
88
Wealthminder
score

Iman Movahed (CRD# 5096708) is an Investment Advisor Representative working at Coral Tree Asset Management in Los Angeles, CA and has over 2 years of experience in the finance industry.

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