Finestone Partners

Finestone Partners (CRD# 125608) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $128,935,535 in 286 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $450,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
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 Finestone Partners
Showing 1 - 3 of 3 top financial advisors.
1
Neil R. Finestone
CRD#: 1311303
9100 Wilshire Blvd., Suite 720e, Beverly Hills, CA 90212
96
Wealthminder
score

Neil Finestone (CRD# 1311303) is an Investment Advisor Representative working at Finestone Partners in Beverly Hills, CA and has over 23 years of experience in the finance industry. Neil Finestone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Natalia Reshetova
CRD#: 6145031
9100 Wilshire Blvd., Suite 720e, Beverly Hills, CA 90212
90
Wealthminder
score

Natalia Reshetova (CRD# 6145031) is an Investment Advisor Representative working at Finestone Partners in Beverly Hills, CA and has over 3 years of experience in the finance industry.

3
Michael T. Anderson
CRD#: 1897303
9100 Wilshire Blvd., Suite 720e, Beverly Hills, CA 90212
81
Wealthminder
score

Michael Anderson (CRD# 1897303) is an Investment Advisor Representative working at Finestone Partners in Beverly Hills, CA and has over 25 years of experience in the finance industry.

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