Ian Keoni Manongdo
Advisor at L & S Advisors, Inc — Los Angeles, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
7 years
Location
Los Angeles, CA 90025
L & S Advisors, Inc
Team
Ian Manongdo is a Series 65-registered advisor with L & S Advisors, Inc. in Los Angeles, CA, and has seven years of industry experience. He has worked at L & S Advisors since 2016, with a brief period at Larry's from 2016 to 2018. L & S Advisors serves individuals, trusts, businesses, and retirement plan clients, providing discretionary investment management, financial planning, and consulting services. The firm manages approximately $1.16 billion across more than 1,000 accounts using a tactical and unconstrained investment approach that includes derivatives, margin, and a variety of equity, fixed-income, and private alternative strategies.
Based on L & S Advisors, Inc
0.25% to 1.50% annually based on the size of the client’s portfolio, scope, and complexity of services provided
$500 per hour for financial planning services
Minimum fee: $2,500 minimum fee for financial planning services, which may be waived for clients who engage in investment management services
Los Angeles, CA
11766 Wilshire Blvd, Suite 845
Los Angeles CA 90025
Advisors at this office
11
California
7 years of industry experience
L&S Advisors, Inc.
2021 - Present • 5 years
Los Angeles, CA
Larry's
2016 - 2018 • 2 years
Los Angeles, CA
L&S Advisors, Inc.
2016 - 2021 • 5 years
Los Angeles, CA
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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