Simone
Liu

Aire Advisors, LLC

CRD#4953292
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Simone Liu is a financial advisor working out of Beverly Hills, California with a total of 1 year of industry experience. Liu is an advisor for Aire Advisors, LLC. Over the course of their career, Liu has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Aire Advisors, LLC. Liu holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in California. Aire Advisors, LLC is an advisory business operating out of Beverly Hills, CA. It manages $640 million in assets among its 2,013 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 2,013 accounts, 80% are associated with high-net-worth investors who have greater than $1 million in assets. Aire Advisors, LLC provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on which service is offered. Fee types charged by Aire Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9350 Wilshire Blvd Suite 200
Beverly Hills, CA 90212

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Aire Advisors, LLC Brokerage Details

Total Assets Under Management

$640,111,279

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

11

CA Average: 43
Total Number of Accounts

2,013

CA Average: 3,727
Average Account Size

$317,989

CA Average: $2,033,427

Investment Advisory Services

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

Simone Liu Work History

Simone has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Aire Advisors, LLC

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

*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 Simone Liu 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 Aire Advisors, LLC

James Naify
Beverly Hills, CA
Tameron Keyes
Beverly Hills, CA
Balfoure Brenes
Beverly Hills, CA
Philip Fessler
Beverly Hills, CA
Kristina Downing
Beverly Hills, CA
Simone Liu
Beverly Hills, CA
Sharon Nassir
Beverly Hills, CA
Amir Monsefi
Beverly Hills, 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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