Advisor at 10 West Advisors, Inc.
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.
Firm
10 West Advisors, Inc.
Location
Los Angeles, CA 90036
Credentials
Series 65
Industry experience
8 years
Toan Tran is a financial advisor at 10 West Advisors, Inc. in Los Angeles, CA, holding a Series 65 designation and bringing eight years of industry experience. He has been with 10 West Advisors since 2017. 10 West Advisors provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, non-profit organizations, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on niche, less-liquid opportunities such as small and distressed situations, managing portfolios on a discretionary basis with position-level risk controls.
Based on 10 West Advisors, Inc.
Up to 2.00% annually, billed monthly in arrears
20% annual performance fee on capital appreciation for certain qualified clients, subject to a high water mark and specific negotiations
145 S Fairfax Ave, Suite 200
Los Angeles, CA 90036
California
10 West Advisors, Inc.
2017 - Present (9 years)
N/a
2016 - 2017 (1 year)
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Is not active or affiliated with:
Insurance agent
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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
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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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