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Persky Financial Management, Inc. (Los Angeles)


Persky Financial Management, Inc. is a pension cosultant based in Los Angeles. It manages $9.43 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

Persky Financial Management provides portfolio management for individuals and small businesses 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.

Persky Financial Management: assets under management

The assets under management (AUM) of Persky Financial Management, Inc. is $9.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 234% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.43 million each.
Persky Financial Management has custody of $9.43 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Persky Financial Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. 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.

Based in Los Angeles

The principal office where Persky Financial Management, Inc. performs its advisory services is located at 12424 Wilshire Blvd., Suite 600, Los Angeles, CA 90025, 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 310-442-5200 or by fax 310-442-5225. The normal business hours are 9 am - 4 pm on Monday - Friday.


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