Skip ZwahlenCRD Number: 4976499
Current Firm: Ocean Avenue Wealth Management
Skip Zwahlen (CRD# 4976499) is an Investment Advisor Representative working at Ocean Avenue Wealth Management in Santa Monica, CA and has over 16 years of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Ocean Avenue Wealth Management (154655)||Santa Monica, CA||Jul 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2005|
Total Assets Under Management97MILLIONS
Total Number of Accounts123ACCOUNTS
Average Account Value$790,132
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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