MK
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
467 clients
Average Client Portfolio
$6.8M average
Assets Under Management
$3.2B
Fee Structure
Financial Planning:Investment management only
This brochure supplement does not contain fee information for individual clients. It primarily discusses the background and experience of Tim Torline and Ryan O'Malley. The document mentions fees paid by Merrill Lynch in connection with ERISA programs, but does not detail fees for direct clients.
Areas of Practice
Investment Management
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Advisor Information
Office location
555 W. 5th Street, Suite 3700, Los Angeles, CA, 90013-1082
Get directionsRegulatory 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 →Employment History
Current Registrations
Ducenta Squared Asset Management
August 2020 - Present · 5 yrs 5 mos
Previous Registrations
Tortoise Credit Strategies, LLC
June 2016 - July 2020 · 4 yrs 1 mo
Bradford & Marzec, LLC
January 2011 - June 2016 · 5 yrs 5 mos
Stonebridge Advisors LLC
June 2007 - September 2009 · 2 yrs 3 mos
Dreyfus Service Corporation
October 2005 - August 2006 · 10 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.