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Aletheia Research & Management Inc (Santa Monica)


Aletheia Research & Management Inc is a large advisory firm based in Santa Monica. It manages $1 billion of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Utah, and Washington.

Aletheia Research & Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aletheia Research & Management: assets under management

The assets under management (AUM) of Aletheia Research & Management Inc is $1 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1900% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aletheia Research & 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 Santa Monica

The principal office where Aletheia Research & Management Inc performs its advisory services is located at 100 Wilshire Blvd, Suite 1960, Santa Monica, CA 90401, 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 310-899-0800 or by fax 310-899-0700. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday.


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