WESCAP GROUP
Glendale, CA
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
818-563-5170
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
14 advisers found
PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY
Glendale, CA
AUM
$87.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-404-6693
MB3 CONSULTING LLC
Glendale, CA
AUM
$67.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
818-288-5098
CHANEY FINANCIAL SERVICES, INC.
Glendale, CA
AUM
$36.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
626-768-0080
CREATIVE CAPITALISTS, INC
Glendale, CA
AUM
$23.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
626-673-3566
YARASH GLOBAL SOLUTIONS INC.
Glendale, CA
AUM
$20.0M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(877) 927-2741
UP&UP CAPITAL, INC.
Glendale, CA
AUM
$137K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
818-355-5653
CALIFORNIA FINANCIAL PARTNERS, INC.
Glendale, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
9 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
818-550-9955
EQUANIMITY WEALTH
Glendale, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
818 696 3750
LOMBARD STREET CAPITAL MANAGEMENT GP, LLC
Glendale, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
562-550-0410
BFF WEALTH MANAGEMENT, INC.
Glendale, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
626-795-9600
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