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Building 2HIGHLINE WEALTH PARTNERS

Map pinSHERMAN OAKS, CA
Phone818-340-0157
NotebookSEC #801-108350
Total AUM
$907.9M
Employees
17
Clients
357

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15260 VENTURA BLVD., SUITE 855
SHERMAN OAKS
CA 91403
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
818-340-0157

ReceiptFinancials

Total AUM
$907.9M
Accounts
939
Discretionary
$906.5M
Accounts
936
Non-Discretionary
$1.3M
Accounts
3

ContactClients

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Individual Clients
229
AUM
$111.5M
HNW Individual Clients
91
AUM
$611.2M
Pension/Profit Sharing Plan Clients
26
AUM
$146.1M
Charitable Organization Clients
6
AUM
$38.4M
Corporation or Business Clients
5
AUM
$709.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLNENYTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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