Etf Portfolio Management LLC

Etf Portfolio Management LLC (CRD# 145698) is a financial advisory firm headquartered in Westlake Village, CA. They manage $17,450,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

2945 Townsgate Road, Suite 200, Westlake Village, CA 91361

http://www.investablebenchmarks.com

By the Numbers

Total Assets Under Management

17

MILLION
Total Number of Accounts

40

ACCOUNTS
Average Account Value

$436,250

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Etf Portfolio Management LLC

Showing 1 - 2 of 2 top financial advisors.

David S. Kreinces

CRD#: 2835065

2945 Townsgate Road, Suite 200, Westlake Village, CA 91361

David Kreinces (CRD# 2835065) is an Investment Advisor Representative working at Etf Portfolio Management LLC in Westlake Village, CA and has over 26 years of experience in the finance industry.

Jonathan E. Schwartz

CRD#: 2260680

New York, NY

Jonathan Schwartz (CRD# 2260680) is an Investment Advisor Representative working at Etf Portfolio Management LLC in New York, NY and has over 30 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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