$82.9M Total AUM
$82.9M Disc. AUM
-- 3Y CAGR
2 Employees
33 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-09-2005
- Office Locations
- 1
Office Locations
11835 W. Olympic Blvd. Suite 705e LOS Angeles CA
About Ades Investment Counsel, Inc.
Ades Investment Counsel is a Los Angeles-based, independent, fee-only RIA providing personalized wealth management. The firm combines long-range financial planning with intelligent investment management and comprehensive tax planning to help clients build and preserve wealth across life transitions and generations. Client base spans creative artists in film/TV as well as other successful professionals and business owners.
Team overview
67 AVG AGE
$41.4M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
20.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Radial Ridge Meridian momentum
Investment Themes
Pioneer Eagle north Pathway quantum
Investment Vehicles
Vector
Services
Atlas eagle Vertex Glacier Frontier focus Radial Pioneer vital Fusion
Owner & Executives
ROBERT IRA ADES
President
- CRD
- #4088386
- Ownership
- 75% or more
(449) 477-5711
timber.vector@vertexcapital.com
in linkedin.com/in/focus-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,860,118 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,860,118 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,860,118
Public Funds:
35.4% Equity - Exchange:
37.1% Cash:
27.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,710,315,545 | 35.4% |
| Equity - Exchange | $2,840,471,941 | 37.1% |
| Cash | $2,105,471,116 | 27.5% |
| Total | $7,656,258,602 | 100.0% |