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Justin Abdollahi

3 Years of Experience
West Hollywood, CA

Justin Abdollahi is a registered investment advisor at Investment Dept., based in West Hollywood, CA, with 3 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1 clients with $180K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$180K average
Assets Under Management
$180K

Fee Structure

Investment Dept. provides investment management services to a limited number of friends and family clients on a no-fee basis. Therefore, clients do not pay any advisory fees for investment management.

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Location

West Hollywood, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Justin works full-time for Sony Pictures as an Executive Director responsible for Financial Planning & Analysis. He also serves a select few friends and family clients through Investment Dept., LLC, dedicating a few hours per week to those clients.

Employment History
Current Registrations
Investment Dept.
November 2022 - Present · 3 yrs 6 mos
State Registrations1 state
CA
Advisor

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.