Moler Randall Gene is a large advisory firm based in Irvine. It manages $98.5 million of regulatory assets for 245 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Moler Randall Gene provides financial planning services, portfolio management for individuals and small businesses, and pension consulting 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.
Moler Randall Gene: assets under management
The assets under management (AUM) of Moler Randall Gene is $98.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $98.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $402.06 thousand each.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Moler Randall Gene for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
