Waite & Associates LLC (Los Angeles)

Name: Waite & Associates LLC
Address: 350 S Grand Avenue, Suite 3970, Los Angeles, CA, 90071
Telephone: 213-617-4777

Waite & Associates LLC is a pension cosultant based in Los Angeles. It manages $63.71 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Waite & Associates provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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.

Waite & Associates: assets under management

The assets under management (AUM) of Waite & Associates LLC is $63.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $63.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.55 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Waite & Associates LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Waite & Associates LLC

Leslie Adin Waite has been acting as President since 1 Jun 1997. Diana Lynn Stowell joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Douglas Tamny	Managing director	1 Jun 1997	Other	811714
Peter Charles Brockett	Managing director	1 Jun 1997	Other	31112
Pat Westmoreland	Managing director	1 Jun 1997	Other	464093
Leslie Adin Waite	President	1 Jun 1997	25% - 50%	4368060
Diana Lynn Stowell	Managing director	1 Dec 2000	Other	865947

Based in Los Angeles

The principal office where Waite & Associates LLC performs its advisory services is located at 350 S Grand Avenue, Suite 3970, Los Angeles, CA 90071, 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 213-617-4777 or by fax 213-680-4343. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.waiteassociates.com.