RIA Intel›Advisers›California›ARES FINANCIAL CONSULTING LLC

ARES FINANCIAL CONSULTING LLC

Advisory

N·CALABASAS, CA

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$244M
1-Year AUM Growth
0.0%
3-Year CAGR
+20.8%
Employees
3
Assets Under Management
Total AUM$244M
Discretionary AUM$244M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients283
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record20
First FilingApr 13, 2021
Latest FilingMar 2, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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