Shorr Alan Lee is a pension cosultant based in Tarzana. It manages $15.48 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001.
Shorr Alan Lee provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. 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 Shorr Alan Lee is $15.48 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% 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 Shorr Alan Lee for their services and products based on a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based 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.
Shorr Alan Lee is owned by Alan Lee Shorr. Cynthia Ann Schwartz joined the executive team most recently as the Chief Compliance Officer.
The principal office where Shorr Alan Lee performs its advisory services is located at 5453 Aura Avenue, Tarzana, CA 91356 The mailing address of the firm is 26500 W. Agoura Road, Calabasas, CA 91302. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 818-501-3171 or by fax 818-907-9725. The normal business hours are 8:00 - 5:00 on Monday - Friday.