HIGHLINE WEALTH PARTNERS - Financial Advisor in California, Sherman Oaks

Tel: 818-340-0157 15260 Ventura Blvd., Suite 855 Sherman Oaks, California 91403

About HIGHLINE WEALTH PARTNERS

HIGHLINE WEALTH PARTNERS is a Sherman Oaks, California based financial advisory firm with nearly $665,649,057 in assets under management and provides investment advisory services for 832 clients. There are currently 15 financial advisors at the firm.

General Information

Firm CRD#:

284712

Firm SEC#:

801-108350

Assets Under Management:

$665,649,057

No. of Clients:

832

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Sherman Oaks

FirmCRD#:281985

SEC#:801-107351

No. of Advisors:16

No. of Clients:4

AUM:$410,200,680

FirmCRD#:290062

SEC#:801-129877

No. of Advisors:3

No. of Clients:534

AUM:$215,177,209

FirmCRD#:332063

SEC#:801-130806

No. of Advisors:3

No. of Clients:11

AUM:$1,001

FirmCRD#:332483

SEC#:801-131713

No. of Advisors:2

No. of Clients:Not Disclosed

AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

BELAY INVESTMENT GROUP, LLC

281985

801-107351

$410,200,680

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC

290062

801-129877

534

$215,177,209

MOSTT INC.

332063

801-130806

$1,001

HIGHLINE ASSET MANAGEMENT, LLC

332483

801-131713

Not Disclosed

Explore More Financial Advisor Firms in Sherman Oaks, California >>