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HIGHLINE WEALTH PARTNERS

Tel: 818-340-0157
15260 Ventura Blvd., Suite 855
Sherman Oaks, California  91403

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HIGHLINE WEALTH PARTNERS

HIGHLINE WEALTH PARTNERS is a Sherman Oaks, California based financial advisory firm with nearly $665,649,057 in assets under management and provides investment advisory services for 832 clients. There are currently 15 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

284712

SEC#:

801-108350

No. of Clients:

832

Assets under Management

$665,649,057

No. of Advisors:

15

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