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Siegel Group Inc (Beverly Hills)


Siegel Group Inc is a large advisory firm based in Beverly Hills. It manages $61.66 million of regulatory assets for 474 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Florida, and 6 other states.

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Siegel Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Siegel Group: assets under management

The assets under management (AUM) of Siegel Group Inc is $61.66 million. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.93 million in discretionary accounts and $15.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $287.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $50.09 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Siegel Group Inc for their services and products based on a percentage of assets under management. 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 Beverly Hills

The principal office where Siegel Group Inc performs its advisory services is located at 9100 Wilshire Blvd., Beverly Hills, CA 90212, which is also the mailing address of the firm. An additional office of the firm is in New Orleans, LA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310 887-1700 or by fax 310 887-1830. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.thesiegelgroup.com.


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