Olympic Realty Advisors Ii, LLC (Los Angeles)

Olympic Realty Advisors Ii, LLC is a large advisory firm based in Los Angeles. It manages $103.37 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Olympic Realty Advisors Ii provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Olympic Realty Advisors Ii: assets under management

The assets under management (AUM) of Olympic Realty Advisors Ii, LLC is $103.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $103.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $103.37 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Olympic Realty Advisors Ii, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Olympic Realty Advisors Ii, LLC

Robert Neil Goodman has been acting as President since 1 Nov 1999. Phil Lee Rush joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Neil Goodman	President/director	1 Nov 1999	Other	2393808
Robert Kent Grahl	Executive vp/director	1 Nov 1999	Other	2374883
Llc Goodman Family Investments I	Manager/class a member	1 Nov 1999	75% - 100%	xxx-xx-xxxx
Ilan Bialer	Class d member	1 Nov 1999	Other	4474996
Daniel Weinstein	Class d member	1 Nov 1999	Other	4474998
Roger H. Licht	Outside director	1 Nov 1999	Other	4475005
Michael Richard Wagner	Svp of financial operations	1 Aug 2000	Other	4474936
Phil Lee Rush	Senior vice president	1 Apr 2001	Other	4474946
Simon Micahel Lorne	Outside director	1 Feb 2002	Other	2723919
Phil Lee Rush	Executive vice president	1 Sep 2002	Other	4474946

Based in Los Angeles

The principal office where Olympic Realty Advisors Ii, LLC performs its advisory services is located at 10880 Wilshire Bl. Suite 1420, Los Angeles, CA 90024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.