# ADVICEPERIOD, LLC

ADVICEPERIOD, LLC of LOS ANGELES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 169828
- Type: SEC-registered investment adviser
- SEC file number: 801-79005
- Location: 2121 AVENUE OF THE STARS, SUITE 2400, LOS ANGELES, CA, 90067
- Phone: 424-281-3600
- Latest filing: 2021-10-25
- Regulatory AUM: $4.5B
- Discretionary AUM: $4.4B
- Non-discretionary AUM: $71.5M
- Clients: 92
- Accounts: 4,821

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| LOCKSHIN STEVEN DAVID | DIRECTOR; MEMBER | — |
| BICKNELL MARTIN CHRISTOPHER | ELECTED MANAGER; SHAREHOLDER | — |
| MILES LAWRENCE KENNETH | DIRECTOR | — |
| STRAUB JONATHAN | CHIEF COMPLIANCE OFFICER; DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| RUSSELL MARC | DIRECTOR | — |
| DANHAKL JOHN GLENN | TRUSTEE | — |
| SOKOLOFF JONATHAN DAVIS | TRUSTEE | — |
| DORIAN ANNE JENELLE | SENIOR VICE PRESIDENT, GENERAL COUNSEL | — |
| STRAUB JONATHAN PAUL | DIRECTOR | — |
| SHIGEMURA-HILDEBRAND ANN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169828/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169828/similar
- Related entities: https://search.stillhousedata.com/firm/169828/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169828

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.