Aletheia Research And Management Inc is a large advisory firm based in Santa Monica. It manages $163.3 million of regulatory assets for 124 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Aletheia Research And Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and advise pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aletheia Research And Management Inc is $163.3 million. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Aletheia Research And Management Inc for their services and products based on a percentage of assets under management and performance-based 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.
Bruce Arena Lee has been acting as President since 1 Jun 2010. Jorge Deneve joined the executive team most recently as the Sr. Vice President, General Counsel.
The principal office where Aletheia Research And Management Inc performs its advisory services is located at 100 Wilshire Blvd, Suite 1900, Santa Monica, CA 90401, 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 310-899-0800 or by fax 310-899-0700. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at aletheiaresearch.com.