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Kaufman, Bernstein, Oberman, Tivoli & Miller, LLC (Los Angeles)


Kaufman, Bernstein, Oberman, Tivoli & Miller, LLC is a large advisory firm based in Los Angeles. It manages $489.5 million of regulatory assets for 560 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Kaufman, Bernstein, Oberman, Tivoli & Miller provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kaufman, Bernstein, Oberman, Tivoli & Miller: assets under management

The assets under management (AUM) of Kaufman, Bernstein, Oberman, Tivoli & Miller, LLC is $489.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $489.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $874.11 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kaufman, Bernstein, Oberman, Tivoli & Miller, LLC for their services and products based on hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Kaufman, Bernstein, Oberman, Tivoli & Miller, LLC performs its advisory services is located at 2049 Century Park East, Suite 2500, Los Angeles, CA 90067, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-277-1900 or by fax 310-277-1049. The normal business hours are 8:30 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at busmgt.net.


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