1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WILLNER & HELLER LLC

Map pinENCINO, CA
Phone818-501-7590
NotebookSEC #801-112631
Total AUM
$193.1M
Employees
3
Clients
178

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15760 VENTURA BLVD
SUITE 2026
ENCINO
CA 91436
United States
Operating Hours
9:00AM-6:00PM
Monday - Friday
Phone
818-501-7590

ReceiptFinancials

Total AUM
$193.1M
Accounts
472
Discretionary
$193.1M
Accounts
472
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
124
AUM
$33.7M
HNW Individual Clients
46
AUM
$153.9M
Pension/Profit Sharing Plan Clients
3
AUM
$1.6M
Charitable Organization Clients
2
AUM
$3.9M
Corporation or Business Clients
3
AUM
$46.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account