linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Roland Vollmann

Aristotle Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Roland? Claim Your Profile

About Roland Vollmann

Roland Vollmann is a Vice President - Marketing at Aristotle Capital Management, LLC. Roland is a registered investment advisor representative in the state of California. Roland has worked in the financial industry for over 8 years and has a strong background in asset management, marketing, and business development. Roland has experience working with a variety of clients, including individuals, businesses, and institutional investors.

Firm Information

Roland Vollmann 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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Roland Vollmann’s Registration & Firm History

CA

06/27/2024 - Present

Aristotle Capital Management, LLC (LOS ANGELES CA)

Not sure if Roland Vollmann is right for you?

Licenses & Designations

BOTH

Issued 05/31/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/25/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roland Vollmann.
Not sure if Roland Vollmann is right for you?