Top financial advisors in Rolling Hills, CA
We’ve curated a list of the best financial advisors in Rolling Hills, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$39,930,000
Number of advisors
1 advisors
| $39,930,000 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Rolling Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rolling Hills. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Acquirers Funds, LLC
Acquirers Funds, LLC, based in Rolling Hills, California, was established in 2018 as an investment adviser firm. The firm specializes in providing a range of investment advisory services, including asset management and ETF management. Acquirers Funds, LLC is wholly owned by Tobias Carlisle and operates as a fiduciary, committed to acting in the best interests of its clients. The firm offers tailored portfolio management services, utilizing individual stocks, bonds, ETFs, options, and other securities to meet specific investment goals. Clients are required to have a minimum account balance of $500,000 for asset management services. The firm charges a maximum annual fee of 2.00% for asset management, billed quarterly based on the account value. Acquirers Funds, LLC does not accept performance-based fees and does not engage in side-by-side management. The firm does not offer or sponsor a wrap fee program. As of December 31, 2024, the firm reported $46,000,000 in assets under management. Clients have the option to grant investment discretion to the firm, allowing it to execute transactions on their behalf. Acquirers Funds, LLC does not have custody of client funds or securities, and all clients receive account statements directly from qualified custodians. The firm has established policies and procedures for proxy voting, ensuring votes are cast in the best interests of clients. Acquirers Funds, LLC does not pay for proxy voting services with soft dollars and does not charge an additional fee for proxy voting. The firm does not provide financial information in the brochure as it does not require prepayment of fees exceeding $1,200 or have financial conditions impairing its ability to meet obligations. For more information, clients can contact Tobias Carlisle, Chief Compliance Officer, at 646-535-8629 or [email protected].
$39,930,000 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment CompaniesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Rolling Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rolling Hills. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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