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Building 2HIDDEN HILLS WEALTH

Map pin
Phone818-914-6046
NotebookSEC #801-120462
Total AUM
$38M
Employees
1
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
818-914-6046

ReceiptFinancials

Total AUM
$38M
Accounts
56
Discretionary
$37.1M
Accounts
48
Non-Discretionary
$900K
Accounts
8

ContactClients

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Individual Clients
6
AUM
$3.2M
HNW Individual Clients
9
AUM
$34.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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