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.
11 advisers found
BERYL CAPITAL MANAGEMENT, LLC
Redondo Beach, CA
AUM
$1.03B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(917) 446-1561
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
4D ADVISORS, LLC
Redondo Beach, CA
AUM
$315.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-346-9928
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
Full profileNo website
WEDGEWOOD ASSET MANAGEMENT, LLC
Redondo Beach, CA
AUM
$174.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
EXPENSE REIMBURSEMENT
310-760-4010
Full profileNo website