Aire Advisors, LLC
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Overview
Aire Advisors, LLC operates as an advisory company located in Beverly Hills, California. It oversees $640.1 million in assets over 2,013 accounts, placing it among the bigger investment advisory firms in the country by assets under management (AUM). Aire Advisors, LLC has a small group, including 8 financial advisors. Aire Advisors, LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like options, stocks and bonds.
Aire Advisors, LLC administers all of the company's accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction judgments without needing client permission. Aire Advisors, LLC's average account size is $317,989. An average financial advisor at Aire Advisors, LLC oversees about 252 client accounts.
The firm's central office is at 9350 Wilshire Blvd, Beverly Hills, California 90212. The firm is legally allowed to serve clients throughout 12 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Aire Advisors, LLC by the Numbers
$640.1 million
11
2,013
$318.0 thousand
Products and Services
Aire Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Notably, the firm did not provide financial planning services to any of its clients in the prior fiscal year. Aire Advisors, LLC is not involved in selling products or offering services apart from investment advice to its investment advisory accounts. The firm also has a number of financial industry affiliations, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely vary depending on which services are offered. However, fees charged by Aire Advisors, LLC can consist of the following fee types: asset-based, hourly or fixed. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company provides services to retail investors and high net worth investors. Out of its 2,013 accounts, Aire Advisors, LLC's largest client group is high net worth investors, but it also caters to 235 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 79.93%
- Other Individuals - 20.07%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Aire Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Aire Advisors, LLC
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
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