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Seidler Foster Pott, LLC (Los Angeles)


Seidler Foster Pott, LLC is a large advisory firm based in Los Angeles. It manages $250 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

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Seidler Foster Pott provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Seidler Foster Pott: assets under management

The assets under management (AUM) of Seidler Foster Pott, LLC is $250 million. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $200 million in discretionary accounts and $50 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.43 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seidler Foster Pott, LLC for their services and products based on a percentage of assets under management 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.

Based in Los Angeles

The principal office where Seidler Foster Pott, LLC performs its advisory services is located at 515 South Figueroa Street, Los Angeles, CA 90071 3328, 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 213-683-4622 or by fax 213-683-4671. The normal business hours are 6:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.seidlercos.com.


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