PF
PF

Paul Loren Feinstein

25 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
166 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$433.7M

Fee Structure

Financial Planning:Investment management only
Loading...

Location

9200 W Sunset Blvd, Suite 817, West Hollywood, CA, 90069

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Audent Global Asset Management, LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Audent Global Asset Management, LLC
August 2020 - December 2023 · 3 yrs 4 mos
Private Advisor Group, LLC
February 2020 - September 2020 · 7 mos
First Republic Investment Management, INC.
February 2017 - March 2020 · 3 yrs 1 mo
First Republic Securities Company, LLCBroker
February 2017 - March 2020 · 3 yrs 1 mo
UBS Financial Services INC.
March 2003 - February 2017 · 13 yrs 11 mos
UBS Financial Services INC.Broker
March 2003 - February 2017 · 13 yrs 11 mos
Fahnestock Asset Management
January 2003 - March 2003 · 2 mos
Fahnestock & CO. INC.Broker
January 2003 - March 2003 · 2 mos
Cibc World Markets CORP.
September 1999 - January 2003 · 3 yrs 4 mos
Cibc World Markets CORP.Broker
August 1999 - January 2003 · 3 yrs 5 mos
State Registrations2 states
CANY
Advisor
Exams
No exam information available for this advisor.
Paul Loren Feinstein - Financial Advisor | TrueAdvisor