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