Laura J. Boxer Registered Investment Advisors, LLC is a large advisory firm based in El Cerrito. It manages $93.87 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
Laura J. Boxer Registered Investment Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Laura J. Boxer Registered Investment Advisors, LLC is $93.87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Laura J. Boxer Registered Investment Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Laura J. Boxer Registered Investment Advisors, LLC performs its advisory services is located at 7564 Terrace Drive, El Cerrito, CA 94530, 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 510-525-7835 or by fax 510-525-1760. The normal business hours are 8:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www:\lauraboxer.com.