Olympic Realty Advisors Ii, LLC (Los Angeles)


Olympic Realty Advisors Ii, LLC is a large advisory firm based in Los Angeles. It manages $103.37 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Olympic Realty Advisors Ii provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Olympic Realty Advisors Ii: assets under management

The assets under management (AUM) of Olympic Realty Advisors Ii, LLC is $103.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $103.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $103.37 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Olympic Realty Advisors Ii, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Olympic Realty Advisors Ii, LLC

Robert Neil Goodman has been acting as President since 1 Nov 1999. Phil Lee Rush joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Robert Neil Goodman President/director 1 Nov 1999 Other 2393808
Robert Kent Grahl Executive vp/director 1 Nov 1999 Other 2374883
Llc Goodman Family Investments I Manager/class a member 1 Nov 1999 75% - 100% xxx-xx-xxxx
Ilan Bialer Class d member 1 Nov 1999 Other 4474996
Daniel Weinstein Class d member 1 Nov 1999 Other 4474998
Roger H. Licht Outside director 1 Nov 1999 Other 4475005
Michael Richard Wagner Svp of financial operations 1 Aug 2000 Other 4474936
Phil Lee Rush Senior vice president 1 Apr 2001 Other 4474946
Simon Micahel Lorne Outside director 1 Feb 2002 Other 2723919
Phil Lee Rush Executive vice president 1 Sep 2002 Other 4474946

Based in Los Angeles

The principal office where Olympic Realty Advisors Ii, LLC performs its advisory services is located at 10880 Wilshire Bl. Suite 1420, Los Angeles, CA 90024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-474-8400 EXT 202 or by fax 310-474-8440. The normal business hours are 8am - 5:30pm on Monday - Friday.