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Libbie Agran Financial Services & Seminars

Libbie Agran Financial Services & Seminars is a RIA based in West LA, CA with $552M in AUM and with 2 advisors nationwide.

Advisors (2)

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Name Start Date
Mary Elizabeth Agran Jul 1997
Mueller, Peter, William Feb 2007
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$551.5M
Total Assets
292
Accounts
$1.9M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart
  •   Hamoa Corp (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Mueller, Peter, William Chief Compliance Officer 02/01/2007
Mary Elizabeth Agran Senior Advisor 03/01/2012
Mueller, Peter, William President 03/01/2012

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
2120 Colorado Avenue
Santa Monica , CA 90404
Phone Number: 310-586-1828

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees