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Michael Rand Dekovner (Ladera Ranch)


Michael Rand Dekovner is a large advisory firm based in Ladera Ranch. It manages $31 million of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

Michael Rand Dekovner provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and 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.

Michael Rand Dekovner: assets under management

The assets under management (AUM) of Michael Rand Dekovner is $31 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $344.44 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Michael Rand Dekovner for their services and products based on a percentage of assets under management and hourly charges. 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 Ladera Ranch

The principal office where Michael Rand Dekovner performs its advisory services is located at 8 Westcott Lane, Ladera Ranch, CA 92694 The mailing address of the firm is Pmb 139, Ladera Ranch, CA 92694. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-365-0598 or by fax 949-365-0528. The normal business hours are 7:00 - 5:00 on Monday - Friday.


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