HIGHLINE WEALTH PARTNERS
Sherman Oaks, CA
AUM
$867.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
818-340-0157
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
12 advisers found
BELAY INVESTMENT GROUP, LLC
Sherman Oaks, CA
AUM
$427.5M
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-689-7700
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Sherman Oaks, CA
AUM
$415.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(310) 928-8192
KATAM HILL LLC
Sherman Oaks, CA
AUM
$42.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
747-292-6317
HIGHLINE ASSET MANAGEMENT, LLC
Sherman Oaks, CA
AUM
$10.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(818) 340-0157
KB PRIVATE WEALTH MANAGEMENT GROUP
Sherman Oaks, CA
AUM
$8.5M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
310-657-8700
BEVERLY HILLS FINANCIAL PLANNERS, LLC
Sherman Oaks, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-205-9000
BILLFOLD BUDGET COUNSELING
Sherman Oaks, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Subscription fees +1 more
818-522-0975
SHUCHA WEALTH MANAGEMENT LLC
Sherman Oaks, CA
AUM
$12.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
8185389021
Full profileNo website
WRW WEALTH ADVISORS
Sherman Oaks, CA
AUM
—
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
818-479-4017/818-981-2240
Full profileNo website