Alano MassiCRD Number: 6259423
Current Firm: Steel Peak Wealth Management, LLC
Alano Massi (CRD# 6259423) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 3 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Steel Peak Wealth Management, LLC||Woodland Hills, CA||Mar 2014 - Current||3|
|Defined Productions, LLC||Los Angeles, CA||Mar 2013 - Mar 2014||1|
|Wells Fargo Capital Finance||Santa Monica, CA||Jan 2012 - Mar 2013||1|
|Lionfish Advisors||Santa Monica, CA||Sep 2010 - Aug 2012||1|
|Pepperdine University||Malibu, CA||Sep 2010 - Aug 2012||1|
|University Of San Diego||San Diego, CA||Sep 2002 - Sep 2010||8|
|High Net Worth Private Family Trust||La Jolla, CA||Sep 2002 - Sep 2010||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management465MILLIONS
Total Number of Accounts2,200ACCOUNTS
Average Account Value$211,548
- A percentage of assets under your management
- 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)
AZ, CA, FL, NV, TX
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