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Rees & Associates LLC (Los Angeles)


Rees & Associates LLC is an internet adviser based in Los Angeles. It manages $13.05 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Rees & Associates 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.

Rees & Associates: assets under management

The assets under management (AUM) of Rees & Associates LLC is $13.05 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $13.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $326.18 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rees & Associates LLC for their services and products based on a percentage of assets under management and 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.

Based in Los Angeles

The principal office where Rees & Associates LLC performs its advisory services is located at 11777 San Vicente Blvd, Los Angeles, CA 90049, 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 310-826-9800 or by fax 310-826-1660. The normal business hours are 10:00 a.m. to 4:00 p.m. on Monday - Friday.


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