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Executive Advisory Services Inc (Woodland Hills)


Executive Advisory Services Inc is an adviser based in Woodland Hills. It manages $20.72 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.




Executive Advisory Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Executive Advisory Services: assets under management

The assets under management (AUM) of Executive Advisory Services Inc is $20.72 million. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.96 million in discretionary accounts and $9.76 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $521.91 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $464.96 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Executive Advisory Services Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Woodland Hills

The principal office where Executive Advisory Services Inc performs its advisory services is located at 4500 Deanwood Drive, Woodland Hills, CA 91364 The mailing address of the firm is P.O. Box 865, Woodland Hills, CA 91365 0865. An additional office of the firm is in Beverly Hills, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-999-4320 or by fax 818-999-0810. The normal business hours are 9:00 am to 5:30 pm on Monday - Friday.


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