Joseph
Malhas

Ninepointtwo Capital LLC

CRD#6443454
Investment Advisor
in Los Angeles, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Malhas is a financial advisor based in Los Angeles, California, working with Ninepointtwo Capital LLC. Joseph has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Ares Management LLC, Morgan Stanley, Morgan Stanley & Co. Inc, Bank Of America Merrill Lynch, UCLA, Freeman Spogli & Co, Ninepointtwo Capital, and Bofa Securities, Inc. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Joseph is part of Ninepointtwo Capital LLC, which operates out of Los Angeles, California. The firm has 2 employees and manages assets totaling $623.5 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Ninepointtwo Capital LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

1901 Avenue Of The Stars Ste 1100
Los Angeles, CA 90067

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Ninepointtwo Capital LLC Brokerage Details

Total Assets Under Management

$623,518,121

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

2

CA Average: 43
Total Number of Accounts

34

CA Average: 3,727
Average Account Size

$18,338,768

CA Average: $2,033,427

Investment Advisory Services

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

Joseph Malhas Work History

2020 - Present (5 years)

Ninepointtwo Capital

2019 - 2020 (1 year)

Freeman Spogli & Co

2017 - 2019 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2019 (2 years)

Bofa Securities, Inc

2016 - 2016 (< 1 year)

Bank Of America Merrill Lynch

2015 - 2017 (2 years)

Ares Management LLC

2015 - 2016 (1 year)

Morgan Stanley

2015 - 2015 (< 1 year)

Morgan Stanley & Co. Inc

2013 - 2016 (3 years)

Ucla

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joseph Malhas 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 Ninepointtwo Capital LLC

Joseph Malhas
Los Angeles, CA
Timothy Streufert
Los Angeles, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started