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Building 2HIDDEN HILLS WEALTH

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Phone310-925-1146
NotebookSEC #801-128094
Total AUM
$127.5M
Employees
1
Clients
16

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
310-925-1146

ReceiptFinancials

Total AUM
$127.5M
Accounts
54
Discretionary
$124.8M
Accounts
50
Non-Discretionary
$2.7M
Accounts
4

ContactClients

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Individual Clients
1
AUM
$500.9K
HNW Individual Clients
13
AUM
$123.1M
Pension/Profit Sharing Plan Clients
1
AUM
$3.1M
Corporation or Business Clients
1
AUM
$882.4K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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

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