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Ali Kavianian

Churchill Management Group

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About Ali Kavianian

Ali Kavianian is a financial advisor who has been active in the industry since 2008. Ali is currently registered with Churchill Management Group, and is licensed in Oregon and Washington. Ali has experience with financial planning, portfolio management for individuals, and portfolio management for businesses and pooled investment vehicles.

Firm Information

Ali Kavianian is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ali Kavianian’s Registration & Firm History

OR

10/07/2020 - Present

Churchill Management Group (BEAVERTON OR)

OR

04/08/2010 - 03/19/2013

TD AMERITRADE, INC. (PORTLAND OR)

OR

06/26/2008 - 04/07/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 09/12/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/25/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ali Kavianian.
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