Felicitas Investors LLC

Felicitas Investors LLC (CRD# 162395) is a financial advisory firm headquartered in Los Angeles, CA. They manage $38,025,103 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $927,442
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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 Felicitas Investors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bonar Chhay
CRD#: 5037260
15720 Ventura Blvd, Suite 505, Los Angeles, CA 91436
103
Wealthminder
score

Bonar Chhay (CRD# 5037260) is an Investment Advisor Representative working at Felicitas Investors LLC in Los Angeles, CA and has over 10 years of experience in the finance industry. Mr. Chhay specializes in alternative investments.

2
Yan-jung Liu
CRD#: 6567096
15720 Ventura Blvd, Suite 505, Los Angeles, CA 91436
90
Wealthminder
score

Yan-jung Liu (CRD# 6567096) is an Investment Advisor Representative working at Felicitas Investors LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

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