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Building 2O'BOYLE WEALTH MANAGEMENT, INC.

Map pinBEVERLY HILLS, CA
Phone310-601-7075
NotebookSEC #801-113180
Total AUM
$443.9M
Employees
5
Clients
410

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9701 WILSHIRE BOULEVARD
10TH FLOOR
BEVERLY HILLS
CA 90212
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
310-601-7075

ReceiptFinancials

Total AUM
$443.9M
Accounts
1,590
Discretionary
$395.7M
Accounts
1,570
Non-Discretionary
$48.2M
Accounts
20

ContactClients

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Individual Clients
187
AUM
$38.9M
HNW Individual Clients
184
AUM
$342.6M
Pension/Profit Sharing Plan Clients
25
AUM
$51.6M
Corporation or Business Clients
14
AUM
$10.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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