Lior
Assa
Ae Wealth Management, LLC
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About this Advisor
Lior Assa is a financial advisor based in San Diego, California, working with Ae Wealth Management, LLC. Lior has previously held positions at Merrill Lynch, Pierce, Fenne & Smith Inc, Axos Financial, Bank Of America, N.A, Clear Solutions, LLC Dba Bergen Financial Group, and Ae Wealth Management, LLC. Lior has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Lior is part of Ae Wealth Management, LLC, which operates out of San Diego, California. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lior Assa Work History
Clear Solutions, LLC Dba Bergen Financial Group
Ae Wealth Management, LLC
Merrill Lynch, Pierce, Fenne & Smith Inc
Bank Of America, N.A
Axos Financial
Disclosures
Please visit the SEC profile of Lior Assa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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