EH
CFP
EH
CFP

Edgar Haroutunian

6 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
4,697 clients
Average Client Portfolio
$8.5M average
Assets Under Management
$40.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

515 South Flower Street, Los Angeles, CA, 90071

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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

Edgar is a manager of an LLC that sells merchandise through Amazon.com since 2023. This takes about half of Edgar's time.

Employment History
Current Registrations
Tcw Funds Distributors LLCBroker
November 2022 - Present · 3 yrs 3 mos
Tcw Investment Management Company LLC
November 2022 - Present · 3 yrs 3 mos
Tcw Funds Distributors LLC
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Paulson Investment Company LLCBroker
April 2021 - April 2021 · 0 mos
LPL Financial LLCBroker
May 2020 - August 2020 · 3 mos
The Wealth Consulting Group
May 2020 - July 2020 · 2 mos
Capital Synergy PartnersBroker
October 2017 - May 2020 · 2 yrs 7 mos
Capital Synergy Partners
August 2017 - May 2020 · 2 yrs 9 mos
State Registrations12 states
CAIDILINMIMNNVOHORUTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.