Christopher
Dinterman
Ares Financial Consulting LLC
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About this Advisor
Christopher Dinterman is a financial advisor based in Temecula, California, working with Ares Financial Consulting LLC. Christopher has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Ares Financial Consulting, and Pacific Coast Fiduciary, LLC. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Christopher is part of Ares Financial Consulting LLC, which operates out of Temecula, California. The firm has 3 offices and 5 employees. The firm manages assets totaling $185.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Ares Financial Consulting LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ares Financial Consulting LLC Brokerage Details
$185,889,545
5
714
$260,350
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Christopher Dinterman Work History
Ares Financial Consulting
Pacific Coast Fiduciary, LLC
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Disclosures
Please visit the SEC profile of Christopher Dinterman 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 Ares Financial Consulting LLC
Tacoma, WA
Temecula, CA
Sherman Oaks, CA
Huntington Beach, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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