Kaye Marvyn Earl (Los Angeles)

Name: Kaye Marvyn Earl
Address: 11835 West Olympic Blvd, Los Angeles, CA, 90064
Telephone: 310-207-5293

Kaye Marvyn Earl is a large advisory firm based in Los Angeles. It manages $88.69 million of regulatory assets for 149 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Kaye Marvyn Earl provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, 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.

Kaye Marvyn Earl: assets under management

The assets under management (AUM) of Kaye Marvyn Earl is $88.69 million. The firm's AUM has grown by 89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $61.26 million in discretionary accounts and $27.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $651.73 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $498.68 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kaye Marvyn Earl for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.

Careers at Kaye Marvyn Earl

Kaye Marvyn Earl is owned by Marvyn Earl Kaye. Kaye Marvyn Earl joined the executive team most recently as the Corporation.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Marvyn Earl Kaye	Owner	1 Dec 1997	75% - 100%	265584
Kaye Marvyn Earl	Corporation	1 Jan 2003	75% - 100%	109329

Based in Los Angeles

The principal office where Kaye Marvyn Earl performs its advisory services is located at 11835 West Olympic Blvd, Los Angeles, CA 90064, 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 310-207-5293 or by fax 310-231-1213. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at www.kayecapital.com.