Georgina Asset Management LLC

Georgina Asset Management LLC (CRD# 107949) is a financial advisory firm headquartered in , . They manage $233,321,143 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $11,110,531
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, NY

Financial Advisors at Georgina Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Rina Echavez
CRD#: 2438658
Santa Monica, CA
93
Wealthminder
score

Rina Echavez (CRD# 2438658) is an Investment Advisor Representative working at Georgina Asset Management LLC in Santa Monica, CA and has over 22 years of experience in the finance industry.

2
Robert H. Lipp
CRD#: 1739309
Santa Monica, CA
83
Wealthminder
score

Robert Lipp (CRD# 1739309) is an Investment Advisor Representative working at Georgina Asset Management LLC in Santa Monica, CA and has over 28 years of experience in the finance industry.

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