K1 INVESTMENT MANAGEMENT LLC
Manhattan Beach, CA
AUM
$23.60B
Wealth Mgmt
Team
64 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
800 310 2870
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
32 advisers found
CAMBRIA INVESTMENT MANAGEMENT, L.P.
Manhattan Beach, CA
AUM
$3.58B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
310-683-5500
FIVE ARROWS MANAGERS NORTH AMERICA LLC
Manhattan Beach, CA
AUM
$3.37B
Wealth MgmtInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
213-621-3700
MONOGRAPH WEALTH ADVISORS, LLC
Manhattan Beach, CA
AUM
$3.25B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
310-496-7377
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC
Manhattan Beach, CA
AUM
$2.98B
Wealth Mgmt
Team
33 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
424.955.6388
JEPPSON WEALTH MANAGEMENT, LLC
Manhattan Beach, CA
AUM
$763.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
424-456-3111
OCEAN PATH ADVISORS, LLC
Manhattan Beach, CA
AUM
$559.5M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
310 302 7685
WOMACK WEALTH MANAGEMENT, INC.
Manhattan Beach, CA
AUM
$406.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-684-3868
SECOND 50 FINANCIAL
Manhattan Beach, CA
AUM
$341.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
424-260-1551
POINTONE FAMILY OFFICE
Manhattan Beach, CA
AUM
$327.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(310) 737-2637
TRILINC ADVISORS, LLC
Manhattan Beach, CA
AUM
$282.8M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-997-0580
FAMILY FINANCIAL
Manhattan Beach, CA
AUM
$280.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(310) 598-8481
MADRID RETIREMENT ADVISORS
Manhattan Beach, CA
AUM
$184.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
714-465-2537
TRILINC GLOBAL ADVISORS, LLC
Manhattan Beach, CA
AUM
$181.7M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-997-0580
EPIC FUNDS
Manhattan Beach, CA
AUM
$166.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-593-6399
WALLENDER, TIMOTHY JOSEPH
Manhattan Beach, CA
AUM
$137.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
310-318-3255
MOGUL WEALTH MANAGEMENT, INC.
Manhattan Beach, CA
AUM
$59.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
310-545-6700
VITA WEALTH ADVISORS, LLC
Manhattan Beach, CA
AUM
$54.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-243-6442
EXCELSUS CAPITAL MANAGEMENT
Manhattan Beach, CA
AUM
$52.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-376-1367
HARRIS & ASSOCIATES
Manhattan Beach, CA
AUM
$38.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-318-3700
HOLT INVESTMENT ADVISORS
Manhattan Beach, CA
AUM
$20.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-937-1561
KILIMANJARO CAPITAL, LLC
Manhattan Beach, CA
AUM
$9.6M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
650-251-4180
TUSKER CAPITAL, LLC
Manhattan Beach, CA
AUM
$2.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+1 (310) 804-5772
ACIES INVESTMENTS MANAGEMENT, LLC
Manhattan Beach, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
917-992-1946
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