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Anush Haddadian

20 Years of Experience
Glendale, CA
BrokerSells Insurance

Anush Haddadian is a registered investment advisor at Independent Financial Partners, based in Glendale, CA, with 20 years of industry experience. Anush is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
318 advisors
Number of Clients
54,154 clients
Average Client Portfolio
$301K average
Assets Under Management
$16.3B

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $30.0M1.65%
$30.0M - $60.0M1.25%
$60.0M - $90.0M1.10%
$90M+1.00%

Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1800 Broadview Drive, Glendale, CA, 91208

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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.

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Other Business ActivitiesSells Insurance

Anush sells and services fixed insurance products through various carriers, dedicating about half of their time to this activity. Anush also provides in-home health care for their parents, spends minimal time on property rental, and uses the DBA Great Wealth Management for their investment business, which takes a full-time commitment during trading hours.

Employment History
Current Registrations
Ifp Securities, LLCBroker
March 2022 - Present · 4 yrs 7 mos
Independent Financial Partners
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Verus Capital Partners, LLC
May 2017 - October 2020 · 3 yrs 5 mos
Securities America, INC.Broker
May 2017 - December 2020 · 3 yrs 7 mos
LPL Financial LLC
December 2016 - May 2017 · 5 mos
LPL Financial LLCBroker
September 2015 - May 2017 · 1 yr 8 mos
Hd Vest Investment ServicesBroker
October 2014 - September 2015 · 11 mos
Allstate Financial Services, LLCBroker
February 2013 - October 2014 · 1 yr 8 mos
Cuso Financial Services, L.P.Broker
July 2009 - February 2012 · 2 yrs 7 mos
Aig Financial Advisors, INC.Broker
August 2007 - May 2008 · 9 mos
Wm Financial Services, INC.Broker
May 2004 - August 2007 · 3 yrs 3 mos
Ifmg Securities, INC.Broker
August 2003 - May 2004 · 9 mos
Wm Financial Services, INC.Broker
May 2003 - August 2003 · 3 mos
Wm Financial Services, INC.Broker
March 2002 - March 2003 · 1 yr
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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