Kristofer
Medina

Medina Singh Partners, LLC

CRD#4813684
Investment Advisor
in Los Angeles, CA

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About this Advisor

Kristofer Medina is an advisor whose office is in Los Angeles, California. Currently a registered investment advisor at Medina Singh Partners, LLC, they have gathered 12 years of professional experience. Medina has a Series 65 license, which certifies the advisor as an investment advisor representative. Medina can work with clients in California and Texas. Medina has spent their career at Medina Singh Partners, LLC. Medina Singh Partners, LLC is based out of Los Angeles, California. In aggregate, Medina Singh Partners, LLC manages $52 million in assets dispersed across two accounts and retains four staff members. The amount of assets the firm manages makes it one of the smaller financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the investment firm's 2 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Medina Singh Partners, LLC provides portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm's fees may include asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years of Experience

12 years

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

11835 West Olympic Blvd Suite 425E
Los Angeles, CA 90064

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Medina Singh Partners, LLC Brokerage Details

Total Assets Under Management

$51,529,692

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

4

CA Average: 43
Total Number of Accounts

2

CA Average: 3,727
Average Account Size

$25,764,846

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Kristofer Medina Work History

Kristofer has 12 years of experience.

2010 - Present (11 years)

Medina Singh Partners, LLC

Disclosures

Kristofer Medina has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Medina Singh Partners, LLC

Jaiveer Singh
Los Angeles, CA
Kristofer Medina
Los Angeles, CA
Andrew Rosenthal
Los Angeles, CA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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