HALBERT HARGROVE
Long Beach, CA
AUM
$4.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
562-435-5657
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, LONG BEACH
9 advisers found
CLG LLC
Long Beach, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(310) 329-5150
CRUX WEALTH ADVISORS
Long Beach, CA
AUM
$547.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
562.735.3875
WEALTHSPRING
Long Beach, CA
AUM
$370.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
562-491-4410
GOLDMAN LANCASTER, INC.
Long Beach, CA
AUM
$360.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
562-432-0234
KENSINGTON INVESTMENT COUNSEL
Long Beach, CA
AUM
$310.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
562-983-6677
LEDERER & ASSOCIATES INVESTMENT COUNSEL
Long Beach, CA
AUM
$244.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
562-434-5305
STRATEGIC PORTFOLIO ADVISORS, INC.
Long Beach, CA
AUM
$103.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(562) 430-4872
AUGUSTUS WEALTH, LLC
Long Beach, CA
AUM
$100.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(562) 270-0045