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New and Prospective Clients
5 Services

Initial Consultation (Video Conference) - Recommended

This is a virtual meeting with a representative of Promenade Advisors LLC. This meeting can be conducted anywhere that you have an Internet connection via video conference.

This is a free initial consultation to discuss your unique financial needs, wants, goals, and dreams and how Promenade Advisors can assist you. During this meeting we will get to know you and explain to you in easy terms what exactly we do for clients.

Initial Consultation (In-Person Meeting at Our Office)

This meeting will be held at the offices of Promenade Advisors LLC located at:
233 Wilshire Blvd, Suite 400
Santa Monica, CA 90401

This is a free initial consultation to discuss your unique financial needs, wants, goals, and dreams and how Promenade Advisors can assist you. During this meeting we will get to know you and explain to you in easy terms what exactly we do for clients.

Initial Consultation (Telephone Call)

This initial consultation will be provided via telephone call.

This is a free initial consultation to discuss your unique financial needs, wants, goals, and dreams and how Promenade Advisors can assist you. During this meeting we will get to know you and explain to you in easy terms what exactly we do for clients.

1-Hour Prospective Client Meeting

This meeting can take place via video conference or in-person.

2-Hour Prospective Client Meeting

This meeting can take place via video conference or in-person.

Current Clients
2 Services

1-Hour Client Meeting

This meeting is for current clients of Promenade Advisors LLC only.

For prospective clients that are interested in having Promenade Advisors LLC work for you, please select the option for "Initial Consultation"

This meeting can take place via video conference or in-person

2-Hour Client Meeting

This meeting is for current clients of Promenade Advisors LLC only.

For prospective clients that are interested in having Promenade Advisors LLC work for you, please select the option for "Initial Consultation"

This meeting can take place via video conference or in-person


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Promenade Advisors LLC

Business & Events


233 Wilshire Blvd, Suite 400
Santa Monica, CA 90401
United States

Mon - Fri: 11:00am - 5:00pm

+1 (310) 975-3790

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