Be advised. This firm is no longer registered.

Felicitas Investors LLC

Felicitas Investors LLC (CRD# 162395) is a financial advisory firm headquartered in Los Angeles, CA. They manage $62,900,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $1,497,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Felicitas Investors LLC
No Advisor Found.
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