Svar/Mm, LLC (Santa Monica)

Svar/Mm provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Svar/Mm: assets under management

The assets under management (AUM) of Svar/Mm, LLC is $12.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.4 million each.

Svar/Mm has custody of $12.4 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Svar/Mm, 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.

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in Santa Monica

The principal office where Svar/Mm, LLC performs its advisory services is located at 2951 28 Th Street, Santa Monica, CA 90405, 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 310-566-1000 or by fax 310-899-4950. The normal business hours are 7:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at www.svimllc.com.

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