Beverly Hills Financial Planners, LLC

Beverly Hills Financial Planners, LLC (CRD# 137638) is a financial advisory firm headquartered in Sherman Oaks, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
14724 Ventura Boulevard, Suite 800, Sherman Oaks, CA 91403
https://www.bhfinancialplanners.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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 Financial Planners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Angelo Talebi, financial advisor Sherman Oaks CA
Angelo Talebi
CRD#: 2243829
14724 Ventura Boulevard, Suite 800, Sherman Oaks, CA 91403

Angelo Talebi (CRD# 2243829) is an Investment Advisor Representative working at Beverly Hills Financial Planners, LLC in Sherman Oaks, CA and has over 31 years of experience in the finance industry.

2
Ehsan Asgari, financial advisor Sherman Oaks CA
Ehsan Asgari
CRD#: 6363125
14724 Ventura Boulevard, Suite 800, Sherman Oaks, CA 91403

Ehsan Asgari (CRD# 6363125) is an Investment Advisor Representative working at Beverly Hills Financial Planners, LLC in Sherman Oaks, CA and has over 4 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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