Beverly Hills Capital Management LLC

Beverly Hills Capital Management LLC (CRD# 164142) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $13,255,745 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
136 S Clark Drive, Beverly Hills, CA 90211
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $348,835
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Beverly Hills Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ana Blumberg-Markus, financial advisor Beverly Hills CA
Ana N. Blumberg-Markus
CRD#: 2237996
136 S Clark Drive, Beverly Hills, CA 90211

Ana Blumberg-Markus (CRD# 2237996) is an Investment Advisor Representative working at Beverly Hills Capital Management LLC in Beverly Hills, CA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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