THE INVESTMENT HOUSE LLC
Redondo Beach, CA
AUM
$2.20B
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-873-3021
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, REDONDO BEACH
5 advisers found
NAVIGOE, LLC
Redondo Beach, CA
AUM
$407.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
888-596-4636
BOLLINGER CAPITAL MANAGEMENT, INC.
Redondo Beach, CA
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; MODEL ASSETS
310-798-8855
SECOND MOUNTAIN FINANCIAL, INC.
Redondo Beach, CA
AUM
$37.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
310-373-3952
ROSENWALD CAPITAL MANAGEMENT, INC.
Redondo Beach, CA
AUM
$248.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-318-9000
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