Theta Administration
Theta Administration (CRD# 168879) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $3,319,458 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Theta Administration
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$331,946
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Theta Administration
No Advisor Found.
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