Finance 500 Advisory Services Inc is a large advisory firm based in Irvine. It manages $52.1 million of regulatory assets for 196 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Nevada, Texas, Virginia, and Washington.
Finance 500 Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Finance 500 Advisory Services Inc is $52.1 million. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Finance 500 Advisory Services Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Finance 500 Advisory Services Inc performs its advisory services is located at 19762 Macarthur Blvd, Irvine, CA 92612, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-253-4000 or by fax 949-476-2552. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.f500advisory.com.