The Resnick Group Investment Advisors, LLC (Los Angeles)


The Resnick Group Investment Advisors, LLC is a large advisory firm based in Los Angeles. It manages $80.26 million of regulatory assets for 320 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.

The Resnick Group Investment Advisors provides portfolio management for individuals and small businesses and pension consulting 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.

The Resnick Group Investment Advisors: assets under management

The assets under management (AUM) of The Resnick Group Investment Advisors, LLC is $80.26 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $80.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250.82 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Resnick Group Investment Advisors, LLC for their services and products based on a percentage of assets under management and subscription 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Judy Lee Resnick Shareholder 1 Oct 1995 50% - 75% 1203222

Based in Los Angeles

The principal office where The Resnick Group Investment Advisors, LLC performs its advisory services is located at 11444 West Olympic Boulevard, Los Angeles, CA 90064, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-966-4600 or by fax 310-966-4604. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.