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Richard Harlan Schweitzer

Aristotle Capital Management, LLC

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About Richard Harlan Schweitzer

Richard Harlan Schweitzer is a financial advisor with over 20 years of experience. Richard has a strong background in investment management, with experience working at both Metropolitan West Securities, LLC and Aristotle Capital Management, LLC. Richard is a Chartered Financial Analyst and holds the Series 7, 24, 27, and 63 licenses. Richard currently works as a Registered Investment Advisor at Aristotle Capital Management, LLC.

Firm Information

Richard Schweitzer 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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Richard Schweitzer’s Registration & Firm History

CA

11/17/2011 - Present

Aristotle Capital Management, LLC (LOS ANGELES CA)

CA

02/23/1996 - 10/11/2006

METROPOLITAN WEST SECURITIES, LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 04/03/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2003

Series 24 - General Securities Principal Examination

BC

Issued 09/26/1996

Series 27 - Financial and Operations Principal Examination

BC

Issued 02/22/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Harlan Schweitzer.
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