CM
CM

Connor Mickelsen

2 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
Loading...

Location

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

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 →
Other Business Activities

Connor works as a Regional Associate at Aristotle Capital Management, supporting regional directors. This takes nearly full-time hours.

Employment History
Current Registrations
Foreside Financial Services, LLC
October 2023 - Present · 2 yrs 4 mos
Foreside Financial Services, LLCBroker
October 2023 - Present · 2 yrs 4 mos
Aristotle Capital Management, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Imst Distributors, LLCBroker
May 2023 - October 2023 · 5 mos
State Registrations3 states
AZCACO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Connor Mickelsen - Financial Advisor | TrueAdvisor