EXECUTIVE SERVICES, LLC

EXECUTIVE SERVICES, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 283898). Regulatory assets under management: $30.5M.

Registration

• CRD: 283898
• Type: Registered investment adviser
• Location: 620 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA, 92660
• Phone: 855-877-4976
• Latest filing: 2026-07-14
• Regulatory AUM: $30.5M
• Discretionary AUM: $26.1M
• Non-discretionary AUM: $4.3M
• Clients: 1
• Accounts: 52

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283898 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search