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Building 2SHRIER WEALTH MANAGEMENT, LLC

Map pinLOS ANGELES, CA
Phone310-201-0200
NotebookSEC #801-131769
Total AUM
$390.6M
Employees
5
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1925 CENTURY PARK EAST
SUITE 2020
LOS ANGELES
CA 90067
United States
Operating Hours
6:30 AM - 3:00PM
Monday - Friday
Phone
310-201-0200
Other Offices
1

ReceiptFinancials

Total AUM
$390.6M
Accounts
402
Discretionary
$390.6M
Accounts
402
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$20.3M
HNW Individual Clients
109
AUM
$370.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILMAMDNJNYTXWI

HandshakeAffiliates

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

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