Armored Wolf, LLC is a large advisory firm based in Irvine. It manages $655.17 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
Armored Wolf provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Armored Wolf, LLC is $655.17 million. The firm's AUM has grown by 4940% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Armored Wolf, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.
John Brynjolfur Brynjolfsson has served as the Chief Investment Officer since 1 May 2008 and Alan John Andreini is the Chief Executive Officer of Armored Wolf, LLC family office. Toma Chepo joined the executive team most recently as the Director Of Operations.
The principal office where Armored Wolf, LLC performs its advisory services is located at 18111 Von Karman Avenue, Irvine, CA 92612, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-333-7000 or by fax 949-315-3383. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.armoredwolf.com.