Meschures Campeas Thompson Snyder Pocras Levin & Dimaggio LLP (Beverly Hills)


Meschures Campeas Thompson Snyder Pocras Levin & Dimaggio LLP is a large advisory firm based in Beverly Hills. It manages $218.15 million of regulatory assets for 1,006 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.

Meschures Campeas Thompson Snyder Pocras Levin & Dimaggio provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Meschures Campeas Thompson Snyder Pocras Levin & Dimaggio: assets under management

The assets under management (AUM) of Meschures Campeas Thompson Snyder Pocras Levin & Dimaggio LLP is $218.15 million. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $158.33 million in discretionary accounts and $59.81 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $306.85 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $122.06 thousand.
Meschures Campeas Thompson Snyder Pocras Levin & Dimaggio has custody of $255.36 million in cash and securities for 117 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Meschures Campeas Thompson Snyder Pocras Levin & Dimaggio LLP for their services and products based on hourly charges and fixed fees. 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 Beverly Hills

The principal office where Meschures Campeas Thompson Snyder Pocras Levin & Dimaggio LLP performs its advisory services is located at 8383 Wilshire Blvd., Suite 500, Beverly Hills, CA 90211 2404, 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 310-652-0222 or by fax 310-854-5438. The normal business hours are 9 am to 5.30 pm on Monday - Friday.

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