Habadah, Francis Della (Santa Monica)

Habadah, Francis Della provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, publication of newsletters, and security ratings or pricing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Habadah, Francis Della: assets under management

The assets under management (AUM) of Habadah, Francis Della is $13 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6 million in discretionary accounts and $7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $583.33 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Habadah, Francis Della for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Monica

The principal office where Habadah, Francis Della performs its advisory services is located at 1228 Berkeley Street, Santa Monica, CA 90404 The mailing address of the firm is 520 Euclid Avenue, Miami Beach, FL 33139. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-205-3064 or by fax 305-535-8962. The normal business hours are 6-5pm on Monday - Friday.

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