Christopher
Cord

Doheny Asset Management, L.L.C

CRD#4618455
Investment Advisor
in Los Angeles, CA

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About this Advisor

Christopher Cord is a financial advisor who works out of Los Angeles, California with a total of 20 years of relevant experience. Cord is an employee of Doheny Asset Management, L.L.C. Their career trajectory has included roles at Cordhaven Capital Management, Flight Facilities Inc and Doheny Asset Management. Cord holds a Series 65 license, designating them as an investment advisor representative, and can work in California. Doheny Asset Management, L.L.C is an advisory business that has its headquarters in Los Angeles, CA. It handles $107 million in assets under management among its 44 accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides financial advisory services to three charities and foundations. Of its 44 accounts, 50% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business offers a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees usually depend on which service is offered. However, fees billed by Doheny Asset Management, L.L.C typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

20 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

10877 Wilshire Blvd., #1406
Los Angeles, CA 90024

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Doheny Asset Management, L.L.C Brokerage Details

Total Assets Under Management

$107,313,901

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

2

CA Average: 43
Total Number of Accounts

44

CA Average: 3,727
Average Account Size

$2,438,952

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Christopher Cord Work History

Christopher has been registered as a financial advisor for 20 years.*

2020 - Present (4 years)

Cordhaven Capital Management

1993 - Present (31 years)

Doheny Asset Management

1992 - Present (32 years)

Flight Facilities Inc

*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 Christopher Cord 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 Doheny Asset Management, L.L.C

Christopher Cord
Los Angeles, 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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