ADVICEPERIOD, LLC

ADVICEPERIOD, LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 169828). Regulatory assets under management: $4.5B.

Registration

Officers, owners & control persons (10)

NameRoleLocation
LOCKSHIN STEVEN DAVIDDIRECTOR; MEMBER
BICKNELL MARTIN CHRISTOPHERELECTED MANAGER; SHAREHOLDER
MILES LAWRENCE KENNETHDIRECTOR
STRAUB JONATHANCHIEF COMPLIANCE OFFICER; DIRECTOR AND CHIEF COMPLIANCE OFFICER
RUSSELL MARCDIRECTOR
DANHAKL JOHN GLENNTRUSTEE
SOKOLOFF JONATHAN DAVISTRUSTEE
DORIAN ANNE JENELLESENIOR VICE PRESIDENT, GENERAL COUNSEL
STRAUB JONATHAN PAULDIRECTOR
SHIGEMURA-HILDEBRAND ANNCHIEF COMPLIANCE OFFICER

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