REDONDO BEACH, CACRD 163493Latest ADV March 16, 2026
The Investment House LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Redondo Beach, CA. Its latest Form ADV filing, dated March 16, 2026, reports $2.2B in regulatory assets under management, 11 employees, 1 office, and 604 accounts.
Assets Under Management
$2.2B
Employees
11
Offices
1 office
Total Clients
291
Primary office
REDONDO BEACH, CA
210 AVENUE I, STE C, REDONDO BEACH, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.3% of total clients.
Top client categories% of clientsClients
1
HNWI
76.3%
222
2
Individuals
22.7%
66
3
Pooled Investment Vehicles
0.7%
2
4
Investment Cos.
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 16, 2026
Discretionary100.0%
$2.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.2B
Total Accounts604
10Y AUM Change+$1.5B (+236.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee26:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.