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ARES FINANCIAL CONSULTING LLC

CRD 282852 · SEC 801-121211

Visit website

4500 PARK GRANADA, SUITE 202, CALABASAS, CA, 91302, United States

Phone

818-986-1479

Fax

888-270-2890

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$243.9M

Discretionary AUM

$243.9M

Team

5 total employees; 3 advisory reps; 5 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals243$77.3M
High net worth individuals46$166.5M

States served

AZ, CA, MN, WI, WA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD