Gregory Nathan is a registered investment advisor at Ajax Asset Mgmt., LLC, based in Los Angeles, CA, with 4 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is negotiable at Ajax's discretion. Some clients may be charged a performance-based fee.
Fee Estimator
Location
11661 San Vicente Blvd., Suite 860, Los Angeles, CA, 90049
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Regulatory History
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
Ajax Asset Mgmt., LLC
Previous Registrations
Coldwater Asset Management, LLC
State Registrations1 state
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