LAZARI CAPITAL MANAGEMENT, INC.
Burbank, CA
AUM
$691.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
818-264-0610
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, BURBANK
9 advisers found
CALIFORNIA CAPITAL MANAGEMENT
Burbank, CA
AUM
$358.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-766-0660
CTA WEALTH ADVISORS, INC.
Burbank, CA
AUM
$175.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
818-841-1746
AUM
$99.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-981-5050
KENSINGTON AMI, LLC
Burbank, CA
AUM
$80.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
818-333-5318
CONVEY WEALTH LLC
Burbank, CA
AUM
$51.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
0 total employees
Clients
51-100
Fees
Percentage of AUM; Fixed fees
310-397-4373
FADE IN FINANCIAL
Burbank, CA
AUM
$4.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
818-588-6892
CONWAY CAPITAL MANAGEMENT, INC.
Burbank, CA
AUM
$231.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
213-434-1145
Full profileNo website
BENE WEALTH MANAGEMENT COMPANY
Burbank, CA
AUM
$22.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(213) 588-1880
Full profileNo website