Beverly Hills Private Wealth, LLC
Beverly Hills Private Wealth, LLC (CRD# 321132) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $696,000,000 in 1,097 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management696MILLION
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Total Number of Accounts1,097ACCOUNTS
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Average Account Value$634,458
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, LA, NH, NY, TX
Ira Ravitz (CRD# 2922734) is an Investment Advisor Representative working at Beverly Hills Private Wealth, LLC in Beverly Hills, CA and has over 25 years of experience in the finance industry.
Scott Shagrin (CRD# 1162316) is an Investment Advisor Representative working at Beverly Hills Private Wealth, LLC in Beverly Hills, CA and has over 40 years of experience in the finance industry.
Lisa Westermark (CRD# 6187514) is an Investment Advisor Representative working at Beverly Hills Private Wealth, LLC in Beverly Hills, CA and has over 6 years of experience in the finance industry.