Paul
Feinstein

Audent Global Asset Management, LLC

CRD#3225177
Investment Advisor
in West Hollywood, CA

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About this Advisor

Paul Feinstein is a financial advisor operating out of West Hollywood, California with a total of 3 years of relevant experience. Feinstein currently works for Audent Global Asset Management, LLC. Over the course of their career, they have held roles at Audent Global Asset Management, LLC, Private Advisor Group, LLC, Ubs Financial Services Inc, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Feinstein holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Audent Global Asset Management, LLC is a firm that has its headquarters in West Hollywood, CA. It oversees $538 million in assets among its 399 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Audent Global Asset Management, LLC has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Financial management fee schedules largely are based on the type of financial services provided. However, fee types charged by Audent Global Asset Management, LLC can include any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

9200 W Sunset Blvd Suite 817
West Hollywood, CA 90069

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Audent Global Asset Management, LLC Brokerage Details

Total Assets Under Management

$537,951,216

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

6

CA Average: 43
Total Number of Accounts

399

CA Average: 3,727
Average Account Size

$1,348,249

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers

Paul Feinstein Work History

Paul has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Audent Global Asset Management, LLC

2020 - 2020 (< 1 year)

Private Advisor Group, LLC

2017 - 2020 (3 years)

First Republic Securities Company, LLC

2017 - 2020 (3 years)

First Republic Investment Management, Inc

2003 - 2017 (14 years)

Ubs Financial Services 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 Paul Feinstein 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 Audent Global Asset Management, LLC

Andrew Boyle
West Hollywood, CA
Ajeya Kukreja
West Hollywood, CA
Paul Feinstein
West Hollywood, 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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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.

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