ADVICEPERIOD, LLC
CRD #169828 SEC #801-79005 LOS ANGELES, CA 424-281-3600
SEC Registered Disclosures
Total AUM
$4.5B
Discretionary
$4.4B
Employees
92
Clients
--
Accounts
4,821
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2021 | $4.5B | $4.4B | $71.5M | 92 | 21 |
| Oct 2021 | $4.5B | $4.4B | $71.5M | 92 | 21 |
| Jul 2021 | $4.5B | $4.4B | $71.5M | 92 | 21 |
| Jul 2021 | $4.5B | $4.4B | $71.5M | 92 | 21 |
| Jun 2021 | $4.5B | $4.4B | $71.5M | 92 | 21 |
| Mar 2021 | $4.5B | $4.4B | $71.5M | 92 | 21 |
| Nov 2020 | $3.5B | $3.5B | $1.5M | 90 | 29 |
| Aug 2020 | $3.5B | $3.5B | $1.5M | 88 | 29 |
| Jul 2020 | $3.5B | $3.5B | $1.5M | 79 | 29 |
| Jun 2020 | $3.5B | $3.5B | $1.5M | 79 | 29 |
| Jun 2020 | $3.5B | $3.5B | $1.5M | 79 | 29 |
| Apr 2020 | $3.5B | $3.5B | $1.5M | 78 | 29 |
| Mar 2020 | $3.5B | $3.5B | $1.5M | 78 | 29 |
| Feb 2020 | $2.9B | $2.9B | $2.9M | 70 | 43 |
| Feb 2020 | $2.9B | $2.9B | $2.9M | 70 | 43 |
| Jan 2020 | $2.9B | $2.9B | $2.9M | 70 | 43 |
| Jan 2020 | $2.9B | $2.9B | $2.9M | 70 | 43 |
| Oct 2019 | $2.9B | $2.9B | $2.9M | 70 | 43 |
| Sep 2019 | $2.9B | $2.9B | $2.9M | 70 | 43 |
| Aug 2019 | $2.9B | $2.9B | $2.9M | 70 | 43 |
| Mar 2019 | $3B | $3B | $4.3M | 64 | 43 |
| Mar 2019 | $2.3B | $2.3B | $4.7M | 46 | 470 |
| Jul 2018 | $2.3B | $2.3B | $4.7M | 46 | 470 |
| Jun 2018 | $2.3B | $2.3B | $4.7M | 46 | 470 |
| May 2018 | $2.3B | $2.3B | $4.7M | 46 | 470 |
| Apr 2018 | $2.3B | $2.3B | $4.7M | 46 | 470 |
| Apr 2018 | $2.3B | $2.3B | $4.7M | 46 | 470 |
| Mar 2018 | $2.3B | $2.3B | $4.7M | 46 | 470 |
| Mar 2018 | $2.3B | $2.3B | $4.7M | 46 | 470 |
| Jan 2018 | $1.6B | $1.5B | $19.4M | 46 | 400 |
| Nov 2017 | $1.6B | $1.5B | $19.4M | 46 | 400 |
| Oct 2017 | $1.6B | $1.5B | $19.4M | 46 | 400 |
| Sep 2017 | $1.6B | $1.5B | $19.4M | 46 | 400 |
| Sep 2017 | $939.8M | $936.9M | $2.9M | 31 | 200 |
| Jul 2017 | $939.8M | $936.9M | $2.9M | 31 | 200 |
| Mar 2017 | $939.8M | $936.9M | $2.9M | 31 | 200 |
| Feb 2017 | $667M | $667M | $0 | 16 | 26 |
| Feb 2017 | $667M | $667M | $0 | 16 | 26 |
| Dec 2016 | $667M | $667M | $0 | 16 | 26 |
| Dec 2016 | $667M | $667M | $0 | 16 | 26 |
| Oct 2016 | $667M | $667M | $0 | 16 | 26 |
| Sep 2016 | $667M | $667M | $0 | 16 | 26 |
| Mar 2016 | $667M | $667M | $0 | 11 | 26 |
| Oct 2015 | $587.5M | $526.3M | $61.2M | 7 | 26 |
| Jun 2015 | $587.5M | $526.3M | $61.2M | 7 | 26 |
| Feb 2015 | $587.5M | $526.3M | $61.2M | 7 | 26 |
| Oct 2014 | $309.2M | $250.2M | $58.9M | 5 | 26 |
| Jun 2014 | $111M | $111M | $0 | 5 | 11 |
| Jan 2014 | $0 | $0 | $0 | 3 | 0 |
| Dec 2013 | $0 | $0 | $0 | 3 | 0 |
| Dec 2013 | $0 | $0 | $0 | 3 | 0 |
DateOct 2021
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$71.5M
Employees92
Clients21
DateOct 2021
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$71.5M
Employees92
Clients21
DateJul 2021
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$71.5M
Employees92
Clients21
DateJul 2021
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$71.5M
Employees92
Clients21
DateJun 2021
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$71.5M
Employees92
Clients21
DateMar 2021
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$71.5M
Employees92
Clients21
DateNov 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$1.5M
Employees90
Clients29
DateAug 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$1.5M
Employees88
Clients29
DateJul 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$1.5M
Employees79
Clients29
DateJun 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$1.5M
Employees79
Clients29
DateJun 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$1.5M
Employees79
Clients29
DateApr 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$1.5M
Employees78
Clients29
DateMar 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$1.5M
Employees78
Clients29
DateFeb 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$2.9M
Employees70
Clients43
DateFeb 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$2.9M
Employees70
Clients43
DateJan 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$2.9M
Employees70
Clients43
DateJan 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$2.9M
Employees70
Clients43
DateOct 2019
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$2.9M
Employees70
Clients43
DateSep 2019
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$2.9M
Employees70
Clients43
DateAug 2019
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$2.9M
Employees70
Clients43
DateMar 2019
Total AUM$3B
Discretionary$3B
Non-Disc.$4.3M
Employees64
Clients43
DateMar 2019
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$4.7M
Employees46
Clients470
DateJul 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$4.7M
Employees46
Clients470
DateJun 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$4.7M
Employees46
Clients470
DateMay 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$4.7M
Employees46
Clients470
DateApr 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$4.7M
Employees46
Clients470
DateApr 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$4.7M
Employees46
Clients470
DateMar 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$4.7M
Employees46
Clients470
DateMar 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$4.7M
Employees46
Clients470
DateJan 2018
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$19.4M
Employees46
Clients400
DateNov 2017
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$19.4M
Employees46
Clients400
DateOct 2017
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$19.4M
Employees46
Clients400
DateSep 2017
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$19.4M
Employees46
Clients400
DateSep 2017
Total AUM$939.8M
Discretionary$936.9M
Non-Disc.$2.9M
Employees31
Clients200
DateJul 2017
Total AUM$939.8M
Discretionary$936.9M
Non-Disc.$2.9M
Employees31
Clients200
DateMar 2017
Total AUM$939.8M
Discretionary$936.9M
Non-Disc.$2.9M
Employees31
Clients200
DateFeb 2017
Total AUM$667M
Discretionary$667M
Non-Disc.$0
Employees16
Clients26
DateFeb 2017
Total AUM$667M
Discretionary$667M
Non-Disc.$0
Employees16
Clients26
DateDec 2016
Total AUM$667M
Discretionary$667M
Non-Disc.$0
Employees16
Clients26
DateDec 2016
Total AUM$667M
Discretionary$667M
Non-Disc.$0
Employees16
Clients26
DateOct 2016
Total AUM$667M
Discretionary$667M
Non-Disc.$0
Employees16
Clients26
DateSep 2016
Total AUM$667M
Discretionary$667M
Non-Disc.$0
Employees16
Clients26
DateMar 2016
Total AUM$667M
Discretionary$667M
Non-Disc.$0
Employees11
Clients26
DateOct 2015
Total AUM$587.5M
Discretionary$526.3M
Non-Disc.$61.2M
Employees7
Clients26
DateJun 2015
Total AUM$587.5M
Discretionary$526.3M
Non-Disc.$61.2M
Employees7
Clients26
DateFeb 2015
Total AUM$587.5M
Discretionary$526.3M
Non-Disc.$61.2M
Employees7
Clients26
DateOct 2014
Total AUM$309.2M
Discretionary$250.2M
Non-Disc.$58.9M
Employees5
Clients26
DateJun 2014
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees5
Clients11
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0