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
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts40ACCOUNTS
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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.
CA
Financial Advisors at Etf Portfolio Management LLC
1
David Kreinces (CRD# 2835065) is an Investment Advisor Representative working at Etf Portfolio Management LLC in Westlake Village, CA and has over 27 years of experience in the finance industry.
2
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.
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