Advanced Research Investment Solutions, LLC is a large advisory firm based in Los Angeles. It manages $10.83 billion of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California and Texas.
Advanced Research Investment Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Advanced Research Investment Solutions, LLC is $10.83 billion. The firm's AUM has grown by 21% since the beginning of its operation, and $157.91 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Advanced Research Investment Solutions, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Advanced Research Investment Solutions is pension and profit sharing plans with 4 clients and $8.27 billion of assets under management. Among the 8 most similar advisory firms, Advanced Research Investment Solutions has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $9.07 billion for 62 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Advanced Research Investment Solutions also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Advanced Research Investment Solutions, LLC performs its advisory services is located at 10635 Santa Monica Boulevard, Los Angeles, CA 90025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 424-283-3800 or by fax 424-283-3899. The normal business hours are 8:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at arisconsulting.com.