Georgina Asset Management LLC

Georgina Asset Management LLC (CRD# 107949) is a financial advisory firm headquartered in Santa Monica, CA. They manage $342,535,137 in 19 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1201 Montana Ave, Suite 205, Santa Monica, CA 90403
https://www.linkedin.com/company/georginaassetmanagement/
By the Numbers
  • Total Assets Under Management
    343
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $18,028,165
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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
Anthony Blueford, financial advisor Santa Monica CA
Anthony L. Blueford
CRD#: 6798389
1201 Montana Ave, Suite 205, Santa Monica, CA 90403

Anthony Blueford (CRD# 6798389) is an Investment Advisor Representative working at Georgina Asset Management LLC in Santa Monica, CA and has over 6 years of experience in the finance industry.

2
Robert Lipp, financial advisor Santa Monica CA
Robert H. Lipp
CRD#: 1739309
1201 Montana Ave, Suite 205, Santa Monica, CA 90403

Robert Lipp (CRD# 1739309) is an Investment Advisor Representative working at Georgina Asset Management LLC in Santa Monica, CA and has over 36 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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