Management Activities is an adviser based in Long Beach. It manages $53.19 million of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
Management Activities provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Management Activities is $53.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Management Activities for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Management Activities performs its advisory services is located at 1020 E. 7 Th Street, Long Beach, CA 90813, 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 562-437-5359 or by fax 562-435-3052. The normal business hours are 9:00am to 5:00pm on Monday - Friday.