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EXECUTIVE SERVICES, LLC
CRD 283898
620 NEWPORT CENTER DRIVE, SUITE 1100, NEWPORT BEACH, CA, 92660, United States
Phone
855-877-4976
Fax
949-954-1152
Registration
— (—)
Source
State registered
Total AUM
$30.5M
Discretionary AUM
$26.1M
Team
1 total employees; 1 advisory reps
Clients
0
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)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $9.4M |
| High net worth individuals | 5 | $21.1M |
| Pension/profit sharing plans | 1 | $0 |
| Corporations/business entities | 2 | $0 |
All web addresses on file
Official SEC filing: View on IAPD