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Building 2HESEN & HASLAM

Map pinWOODLAND HILLS, CA
Phone818-200-1107
NotebookSEC #801-110192
Total AUM
$283.7M
Employees
5
Clients
269

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21031 VENTURA BLVD
STE #424
WOODLAND HILLS
CA 91364
United States
Operating Hours
9-5PM
Monday - Friday
Phone
818-200-1107

ReceiptFinancials

Total AUM
$283.7M
Accounts
644
Discretionary
$247M
Accounts
636
Non-Discretionary
$36.7M
Accounts
8

ContactClients

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Individual Clients
196
AUM
$90.5M
HNW Individual Clients
65
AUM
$156.5M
Pension/Profit Sharing Plan Clients
8
AUM
$36.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDLANVORTXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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