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THE INVESTMENT HOUSE LLC

CRD 163493 · SEC 801-76547

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210 AVENUE I, STE C, REDONDO BEACH, CA, 90277, United States

Phone

310-873-3021

Fax

310-473-8899

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.20B

Discretionary AUM

$2.20B

Team

11 total employees; 7 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Individuals66$39.5M
High net worth individuals222$1.83B
Investment companies1$226.8M
Pooled investment vehicles2$48.5M

States served

AZ, AR, CA, CO, IL, LA, NV, NJ, NY, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD