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Aaron Fleck & Associates LLC (Los Angeles)


Aaron Fleck & Associates LLC is a large advisory firm based in Los Angeles. It manages $31 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Florida, and Ohio.

Aaron Fleck & Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aaron Fleck & Associates: assets under management

The assets under management (AUM) of Aaron Fleck & Associates LLC is $31 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $645.83 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aaron Fleck & Associates LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Aaron Fleck & Associates LLC performs its advisory services is located at 12121 Wilshire Blvd., Los Angeles, CA 90025 The mailing address of the firm is 1449 Crystal Lake Road, Aspen, CO 81611. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-526-3228 or by fax 310-571-0755. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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