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Andrew Phillip Gotfried

Aristotle Capital Management, LLC

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About Andrew Phillip Gotfried

Andrew Gotfried is an investment advisor representative with Aristotle Capital Management, LLC. Andrew has been in the industry since 1997. Andrew has a wide range of experience in the financial industry. Andrew is also a registered principal with Aristotle Capital Management, LLC and has held various positions with other financial institutions. Andrew holds multiple securities licenses including Series 4, 7, 12, 24, 53, and 66.

Firm Information

Andrew Gotfried is currently registered with Aristotle Capital Management, LLC. Aristotle Capital Management, LLC is an investment advisor headquartered in Los Angeles, California. They manage a total of $43.67 billion in assets for a variety of clients, including individuals, corporations, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. The firm offers portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. They are also a participant in wrap fee programs.
Aristotle Capital Management, LLC

11100 SANTA MONICA BLVD

LOS ANGELES, CA 90025-0449

$43.67B

Assets Under Management

43

Total Clients

25

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrew Gotfried’s Registration & Firm History

FL

12/15/2023 - Present

Aristotle Capital Management, LLC (Tampa FL)

ME

11/16/2022 - 10/24/2023

IMST DISTRIBUTORS, LLC (PORTLAND ME)

TX

02/12/2019 - 08/29/2022

CROSSMARK DISTRIBUTORS, INC. (HOUSTON TX)

IL

01/27/2016 - 08/16/2016

DRIEHAUS SECURITIES LLC (CHICAGO IL)

FL

02/23/2012 - 01/27/2016

EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)

FL

08/17/2004 - 01/27/2016

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

12/08/2004 - 05/23/2006

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

11/06/2000 - 08/19/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

02/11/1998 - 07/12/2000

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

12/06/1995 - 03/06/1998

BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)

FL

04/20/1994 - 09/28/1995

BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 01/09/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2004

Series 12 - NYSE Branch Manager Examination

BC

Issued 12/05/1997

Series 4 - Registered Options Principal Examination

BC

Issued 03/05/1997

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/30/1996

Series 24 - General Securities Principal Examination

BC

Issued 08/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Phillip Gotfried.
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