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Financial Advisor   

$85MM AUM | $675,000 GDC in Woodland Hills, CA

Member Level
Basic
Last Activity
this week

Business Mix:

40% Comm
60% Fee

General

Location
Woodland Hills, CA, US
12 Month Gross Revenue
$675,000
Number of Accounts
260
Avg Client Age
62

Overview

We are a boutique Wealth Management Firm working with Athletes, Entertainers, Fortune 500 Execs, and Private Families. Our investment philosophy is based around solid planning, simplicity, transparency, and reasonable costs. We like to build teams with our clients' tax and estate advisors.

 
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