Michael Sindici (CRD# 2938614) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in San Diego, CA and has over 24 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Financial Services, LLC | Newport Beach, CA | Oct 2023 - Current | < 1 |
| Aristotle Capital Management, LLC | Newport Beach, CA | Apr 2014 - Current | 10 |
| Imst Distributors, LLC | Newport Beach, CA | Jun 2014 - Oct 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CA
-
Total Assets Under Management43,669MILLIONS
-
Total Number of Accounts5,998ACCOUNTS
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Average Account Value$7,280,581
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WY
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