Post Advisory Group, LLC
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Overview
Post Advisory Group, LLC operates as an advisory company located in Los Angeles, California. It controls $16.6 billion in assets across 44 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). The company has an average-sized team, including 26 financial advisors. Post Advisory Group, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are tradable financial assets such as bonds, equities and options.
Post Advisory Group, LLC manages all of the firm's accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make buy and sell judgments for the client's account without needing client authorization. Post Advisory Group, LLC's average account size is $377.1 million. The typical advisor at Post Advisory Group, LLC administers about two client accounts, making it one of the most personalized advisor firms in the country.
The firm's central office is at 2049 Century Park East, Los Angeles, California 90067. It is legally registered to provide services to customers across 6 states, including California, Iowa, Louisiana, Nebraska, New Hampshire and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Post Advisory Group, LLC by the Numbers
$16.6 billion
55
44
$377.1 million
Fee Structure
Financial advisory fees largely depend on which services the firm provides the client. Fees charged by Post Advisory Group, LLC typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Post Advisory Group, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to investment companies, pooled investment vehicles, pension plans and corporations. Out of its 44 clients, Post Advisory Group, LLC's largest client type is pooled investment vehicles. Around 52% of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- 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
Post Advisory Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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