Executive Services, LLC

Executive Services, LLC (CRD# 283898) is a financial advisory firm headquartered in Newport Beach, CA. They manage $24,649,563 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
620 Newport Center Drive, Suite 1100, Newport Beach, CA 92660
https://www.linkedin.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $704,273
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Executive Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Cravotta, financial advisor Newport Beach CA
James W. Cravotta
CRD#: 3104460
620 Newport Center Drive, Suite 1100, Newport Beach, CA 92660

James Cravotta (CRD# 3104460) is an Investment Advisor Representative working at Executive Services, LLC in Newport Beach, CA and has over 25 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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