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Fortier Paul Anthony (Westlake Village)


Fortier Paul Anthony is a large advisory firm based in Westlake Village. It manages $27.05 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.




Fortier Paul Anthony 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.

Fortier Paul Anthony: assets under management

The assets under management (AUM) of Fortier Paul Anthony is $27.05 million. The firm's AUM has gone down by -68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20.55 million in discretionary accounts and $6.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $446.7 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.5 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fortier Paul Anthony for their services and products based on a percentage of assets under management and fixed fees. 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 Westlake Village

The principal office where Fortier Paul Anthony performs its advisory services is located at 5655 Lindero Canyon Rd., Westlake Village, CA 91362, 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 (818) 889-8319 or by fax (818) 889-8326. The normal business hours are 7:30 a.m. - 3:00 p.m. on Monday - Friday.


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