Lorenzo Esparza, financial advisor Los Angeles CA

Lorenzo Esparza

CRD Number: 5387378
Current Firm: Manhattan West Asset Management, LLC

Lorenzo Esparza (CRD# 5387378) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Manhattan West Asset Management, LLC Manhattan Beach, CA Jun 2016 - Current 7
Jpmorgan Securities LLC Los Angeles, CA Dec 2011 - Jun 2016 4
Jpmorgan Chase Bank Na Los Angeles, CA Dec 2011 - Jun 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Lorenzo D. Esparza
Phone Number: 310-341-4585
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    737
    MILLIONS
  • Total Number of Accounts
    624
    ACCOUNTS
  • Average Account Value
    $1,181,446
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, NV, NY

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