How does the advisor help clients – Key Takeaways:
PLAYA VISTA EQUITIES LLC is a financial advisory firm that assists clients in managing their wealth and achieving their financial goals. They offer a range of services and focus on providing personalized solutions to each client’s unique financial situation.
Facts and Insights:
Founded in 2007, PLAYA VISTA EQUITIES LLC has over 13 years of experience in the financial services industry. As of 2020, they have over $500 million in assets under management and a team of 10 advisors.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2007 | $500 million | 10 |
Financial Services Offered:
PLAYA VISTA EQUITIES LLC offers a comprehensive range of financial services including investment management, retirement planning, estate planning, tax planning, and risk management. They also provide access to alternative investments such as private equity and hedge funds.
Client Types:
PLAYA VISTA EQUITIES LLC primarily serves high net worth individuals and families, as well as small business owners. They also work with corporate clients and institutions to provide retirement planning services for their employees.
Fees & Compensation:
PLAYA VISTA EQUITIES LLC operates on a fee-only compensation model, which means they do not earn commissions or receive any additional compensation from recommending specific products or investments. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals.
Background:
PLAYA VISTA EQUITIES LLC is headquartered in Playa Vista, California and is privately owned. Their team of advisors have a diverse range of backgrounds and expertise, including certified financial planners, chartered financial analysts, and licensed insurance agents.
Financial Advisor Disclosures to Know:
PLAYA VISTA EQUITIES LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As part of its fiduciary duty, the firm is required to disclose any potential conflicts of interest to its clients. They have a clean record with no regulatory actions or disciplinary sanctions against them.