Libbie Agran Financial Services & Seminars is a large advisory firm based in Santa Monica. It manages $691.88 million of regulatory assets for 321 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, New York, Texas, and Washington.
Libbie Agran Financial Services & Seminars provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Libbie Agran Financial Services & Seminars is $691.88 million. The firm's AUM has grown by 4% 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 Libbie Agran Financial Services & Seminars for their services and products based on a percentage of assets under management, hourly charges, 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.
Peter William Mueller has been acting as President since 1 Mar 2012. Mary Elizabeth Agran joined the executive team most recently as the Senior Advisor.
The principal office where Libbie Agran Financial Services & Seminars performs its advisory services is located at 2120 Colorado Avenue, Santa Monica, CA 90404, 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 310-586-1828 or by fax 310-586-1851. The normal business hours are 7:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at lafs.net.