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Gil Morales & Company, LLC (Los Angeles)


Gil Morales & Company, LLC is a related adviser based in Los Angeles. It manages $22.2 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2007.

Gil Morales & Company provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gil Morales & Company: assets under management

The assets under management (AUM) of Gil Morales & Company, LLC is $22.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.55 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gil Morales & Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Gil Morales & Company, LLC performs its advisory services is located at 1925 Century Park East, Los Angeles, CA 90067, 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 310-556-9999 or by fax 310-556-9999. The normal business hours are 6 am - 5 pm on Monday - Friday.


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