WA
WA

William J. Averill

20 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
5,903 clients
Average Client Portfolio
$7.4M average
Assets Under Management
$43.8B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
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Location

11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA, 90025-0449

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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 Activities

William is a Managing Director at Aristotle Capital Management, LLC, dedicating full-time hours to this role. He also serves as an Advisory Board Member for the South Boston Boys and Girls Club, committing minimal time each month.

Employment History
Current Registrations
Foreside Financial Services, LLCBroker
October 2023 - Present · 2 yrs 4 mos
Foreside Financial Services, LLC
October 2023 - Present · 2 yrs 4 mos
Aristotle Capital Management, LLC
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
Imst Distributors, LLCBroker
August 2015 - October 2023 · 8 yrs 2 mos
Loomis Sayles Distributors, L.P.Broker
November 2005 - May 2015 · 9 yrs 6 mos
Loomis, Sayles & Company, L.P.
May 2005 - May 2015 · 10 yrs
State Registrations33 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.