Arax
Ryvkin

Lazari Capital Management, Inc

CRD#5261037
Investment Advisor
in Canoga Park, CA

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About this Advisor

Arax Ryvkin is a financial advisor working out of Canoga Park, California, who has 1 year of relevant experience. Ryvkin is on the advisory team at Lazari Capital Management, Inc. Over the course of their career, Ryvkin has held roles at Air Products & Chemicals, Financial Telesis Inc, Investlinc, Lpl Financial LLC, Independent Financial Partners, Nfp Advisor Services, Lazari Capital Management, Inc and Kestra Financial Services. Ryvkin maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Lazari Capital Management, Inc is a registered investment firm that has its headquarters in Canoga Park, CA. It has a total of nine advisors. It has $399 million in total assets across its 761 customer accounts, making it one of the larger firms in the United States by assets under management. Of its 761 customer accounts, just 14% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management vary depending on the services. Fee types charged by Lazari Capital Management, Inc likely are comprised of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

6928 Owensmouth Ave. #200
Canoga Park, CA 91303

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Lazari Capital Management, Inc Brokerage Details

Total Assets Under Management

$398,591,539

CA Average: $7,578,581,321
Total Number of Employees

9

CA Average: 43
Total Number of Accounts

761

CA Average: 3,727
Average Account Size

$523,773

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Arax Ryvkin Work History

Arax has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lazari Capital Management, Inc

1991 - Present (33 years)

Air Products & Chemicals

2016 - 2022 (6 years)

Kestra Financial Services

2015 - 2016 (1 year)

Nfp Advisor Services

2014 - 2015 (1 year)

Lpl Financial LLC

2014 - 2015 (1 year)

Independent Financial Partners

2010 - 2014 (4 years)

Financial Telesis Inc

2010 - 2014 (4 years)

Investlinc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Arax Ryvkin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lazari Capital Management, Inc

Michael De Luz
Canoga Park, CA
Rajiv Shah
Canoga Park, CA
James Koller
Glendale, CA
Kirk Mekerdichian
Canoga Park, CA
Richard Plamondon
Canoga Park, CA
Edward Levi
Canoga Park, CA
Michael Karapetian
Canoga Park, CA
Arax Ryvkin
Canoga Park, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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