J
CRD: 148163
JS Alan, LLC
Beverly Hills, CA, 90210
3108585533
$19.6M Total AUM
$17.6M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-20-2008
- Office Locations
- 1
Office Locations
468 N. Camden Dr. Suite 200 Beverly Hills CA
About JS Alan, LLC
JS Alan, LLC is a Beverly Hills-based RIA. The firm has been operating for 17 years. Managing $19.6M in total assets under management, with 2 advisory representatives. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$9.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
17.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
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Asset Classes
Eagle
Investment Themes
Momentum
Services
Summit north Foundation Ember
Owner & Executives
J
JACK S SIH JR.
Operations Manager, PARTNER
- CRD
- #2894552
- Ownership
- 50% but less than 75%
(878) 458-7032
atlas.radial@meridiancapital.com
in linkedin.com/in/vector-element
A
ALAN OZZY LI
Financial Advisor, General Partner, PARTNER
- CRD
- #4795225
- Ownership
- 25% but less than 50%
(261) 747-3024
beacon.timber@wavecapital.com
in linkedin.com/in/vital-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,600,000 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $19,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,600,000
Equity - Exchange:
17.2% U.S. Government/Agency:
54.8% Cash:
28.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $356,428,423 | 17.2% |
| U.S. Government/Agency | $1,135,597,533 | 54.8% |
| Cash | $580,232,315 | 28.0% |
| Total | $2,072,258,271 | 100.0% |