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Building 2WILLNER & HELLER LLC

Map pinENCINO, CA
Phone818-501-7590
NotebookSEC #801-70817
Total AUM
$36M
Employees
3
Clients
0

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
$36M
Accounts
220
Discretionary
$36M
Accounts
220
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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