Beverly Hills Capital Management LLC

Beverly Hills Capital Management LLC (CRD# 164142) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $18,000,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $257,143
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 N. Blumberg-Markus
CRD#: 2237996
315 S Beverly Drive #501, Beverly Hills, CA 90212
83
Wealthminder
score

Ana Blumberg-Markus (CRD# 2237996) is an Investment Advisor Representative working at Beverly Hills Capital Management LLC in Beverly Hills, CA and has over 24 years of experience in the finance industry.

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