COVE STREET CAPITAL, LLC
Hermosa Beach, CA
AUM
$93.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-221-5897
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, HERMOSA BEACH
5 advisers found
HERMOSA WEALTH MANAGEMENT
Hermosa Beach, CA
AUM
$28.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(310) 870-8400
AXIS CAPITAL MANAGEMENT, LLC
Hermosa Beach, CA
AUM
$15.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
805-750-3144
DESERT CAPITAL MANAGEMENT GROUP, INC
Hermosa Beach, CA
AUM
$5.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Commissions
1-310-880-9892
MUNIFI, LLC
Hermosa Beach, CA
AUM
$198K
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
310-729-3421