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Max David Lile

Allstreet Capital LLC

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About Max David Lile

Max David Lile is a financial advisor with Allstreet Capital LLC. Max has been in the industry since 1999 and holds Series 7, 31, and 63 securities licenses as well as the Series 65 investment advisor license. Prior to joining Allstreet Capital LLC, Max worked at Morgan Stanley, Morgan Stanley Smith Barney, and UBS Financial Services Inc. Max provides financial advice to high net worth individuals as well as individuals other than high net worth. Max also provides portfolio management services.

Firm Information

Max Lile is currently registered with Allstreet Capital LLC. Allstreet Capital LLC is an investment advisor based in Los Angeles, California. The firm manages approximately $190 million in assets for 425 clients, primarily high-net-worth individuals and individuals other than high-net-worth. Allstreet Capital offers portfolio management for individuals and participates in wrap fee programs.
Allstreet Capital LLC

707 WILSHIRE BLVD

LOS ANGELES, CA 90017

$190.00M

Assets Under Management

Not reported

Total Clients

2

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 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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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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Max Lile’s Registration & Firm History

KY

07/08/2016 - Present

Allstreet Capital LLC (LOUISVILLE KY)

KY

06/01/2009 - 08/08/2016

MORGAN STANLEY (LOUISVILLE KY)

CA

02/13/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (LOS ANGELES CA)

CA

04/17/2003 - 03/04/2009

UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)

NY

04/15/1999 - 04/28/2003

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/11/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 04/14/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Max David Lile.
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