Home
Financial Advisor
California
Woodland Hills
LAZARI CAPITAL MANAGEMENT, INC.

LAZARI CAPITAL MANAGEMENT, INC.

Tel: 818-264-0610 6928 Owensmouth Ave. #200 Woodland Hills, California 91303

About LAZARI CAPITAL MANAGEMENT, INC.

LAZARI CAPITAL MANAGEMENT, INC. is a Woodland Hills, California based financial advisory firm with nearly $471,149,663 in assets under management and provides investment advisory services for 1145 clients. There are currently 14 financial advisors at the firm.

General Information
Firm CRD#:

172932

Firm SEC#:

801-112927

Assets Under Management:

$471,149,663

No. of Clients:

1145

No. of Advisors:

14

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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, Woodland Hills

FirmCRD#:165168
SEC#:801-77132
No. of Advisors:46
No. of Clients:7094
AUM:$2,535,311,796
FirmCRD#:153991
SEC#:801-71532
No. of Advisors:18
No. of Clients:5816
AUM:$1,089,228,509
FirmCRD#:110399
SEC#:801-7333
No. of Advisors:8
No. of Clients:224
AUM:$497,448,183
FirmCRD#:158041
SEC#:801-72424
No. of Advisors:2
No. of Clients:523
AUM:$336,776,746
FirmCRD#:134506
SEC#:801-110656
No. of Advisors:6
No. of Clients:599
AUM:$319,333,215
FirmCRD#:286235
SEC#:801-110192
No. of Advisors:5
No. of Clients:612
AUM:$193,893,510
FirmCRD#:156588
SEC#:801-119036
No. of Advisors:5
No. of Clients:191
AUM:$132,658,986

Explore More Financial Advisor Firms in Woodland Hills, California >>

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.