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ADVISORS ON CALL
ADVISORS ON CALL, LLC
CRD 315319
23276 SOUTH POINTE DRIVE, SUITE 209, LAGUNA HILLS, CA, 92653, United States
Phone
562-287-2665
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$47.6M
Discretionary AUM
$47.6M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $29.4M |
| High net worth individuals | 9 | $18.1M |
| Corporations/business entities | 1 | $3K |
All web addresses on file
Official SEC filing: View on IAPD