Joseph Malhas
Advisor at Private Financial Counseling — 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 63, Series 65
Experience Industry experience
7 years
Location
Los Angeles, CA 90067-6002
Private Financial Counseling
Supported
Total advisors
3Clients per advisor
79 HighAvg AUM per client
$1,088,472 HighHNW client ratio
23% TypicalJoseph Malhas is a financial advisor at Private Financial Counseling in Los Angeles, CA, with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including NinePointTwo Capital, Freeman Spogli & Co., Merrill, BOFA Securities, Ares Management, and UCLA. He is the founder and principal of NinePointTwo Capital, an SEC-registered investment adviser. Private Financial Counseling provides discretionary wealth and portfolio management primarily to individuals and high-net-worth families, offering customized investment strategies across various asset classes. The firm’s approach integrates quantitative models with fundamental and third-party research, managing portfolios with a medium- to long-term focus and incorporating a diverse set of investment tools tailored to client objectives.
Based on Private Financial Counseling
$0 - $6,000,000: 1% $6,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Los Angeles, CA
1901 Avenue of the Stars, 11th Fl.
Los Angeles CA 90067
Advisors at this office
3
California · Texas
7 years of industry experience
Private Financial Counseling
2025 - Present • 1 year
Los Angeles, CA
NinePointTwo Capital
2020 - Present • 6 years
Los Angeles, CA
Freeman Spogli & Co.
2019 - 2020 • 1 year
Los Angeles, CA
Merrill
2017 - 2019 • 2 years
Los Angeles, CA
BOFA Securities, Inc.
2017 - 2019 • 2 years
Los Angeles, CA
Ares Management LLC
2015 - 2017 • 2 years
Los Angeles, CA
Ucla
2013 - 2016 • 3 years
Los Angeles, CA
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