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ARES FINANCIAL CONSULTING LLC
CRD 282852 · SEC 801-121211
4500 PARK GRANADA, SUITE 202, CALABASAS, CA, 91302, United States
Phone
818-986-1479
Fax
888-270-2890
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$243.9M
Discretionary AUM
$243.9M
Team
5 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 243 | $77.3M |
| High net worth individuals | 46 | $166.5M |
States served
AZ, CA, MN, WI, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD