Eureka Investment Advisors, Inc. (Los Angeles)

Eureka Investment Advisors, Inc. is a large advisory firm based in Los Angeles. It manages $961.88 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Eureka Investment Advisors provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing 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.

Eureka Investment Advisors: assets under management

The assets under management (AUM) of Eureka Investment Advisors, Inc. is $961.88 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $961.88 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.12 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eureka Investment Advisors, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Eureka Investment Advisors, Inc.

Robert Bannon has been acting as President since 1 Mar 2001. Christophe Vallee joined the executive team most recently as the President/Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
United California Bank	Shareholder	1 Mar 2001	75% - 100%	94-1752619
Henry Mears Baltazar	Cfo/secretary	1 Mar 2001	Other	4187062
Robert Bannon	President/ceo/board member	1 Mar 2001	Other	2646328
Howard Nelson Gould	Chairman/board member	1 Mar 2001	Other	4372833
Takashi Muraoka	Board member	1 Mar 2001	Other	4372834
Bank Of The West Dba United California Bank	Shareholder	1 Apr 2002	75% - 100%	94-0475440
Bank Of The West	Shareholder	1 Apr 2002	75% - 100%	94-0475440
Frank John Bonetto	Board member	1 Apr 2002	Other	2136489
Michael Jay Sessum	Coo/board secretary	1 Aug 2002	Other	4644571
Stephen Charles Glenn	Board member	1 Mar 2003	Other	4644576
Christophe Vallee	Board member	1 Nov 2003	Other	4768506
Christophe Vallee	President/ceo	1 Oct 2004	Other	4768506
Patricia L Derudder	Chief financial officer	1 Oct 2004	Other	4885859
Pat P Dugquem	Chief compliance officer	1 Oct 2004	Other	4889620

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
United Financial Of Japan Holdings	Shareholder	1 Sep 1986	75% - 100%	94-1234964
Bancwest Corporation	Shareholder of bank of the west	1 Nov 1998	75% - 100%	99-0156159
Bnp Paribas	Shareholder of bancwest corporation	1 Dec 2001	75% - 100%	94-1677765

Based in Los Angeles

The principal office where Eureka Investment Advisors, Inc. performs its advisory services is located at 300 South Grand Ave, Los Angeles, CA 90071, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 213-972-0316 or by fax 213-972-0406. The normal business hours are 7:00am to 4:30pm on Monday - Friday.