Highline Wealth Partners
Highline Wealth Partners (CRD# 284712) is a financial advisory firm headquartered in Sherman Oaks, CA. They manage $493,668,759 in 726 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management494MILLION
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Total Number of Accounts726ACCOUNTS
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Average Account Value$679,985
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, TX
Clark Evans (CRD# 6730301) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 7 years of experience in the finance industry.
Shawn Hsieh (CRD# 5521548) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 15 years of experience in the finance industry.
Hugh Meyer (CRD# 4131063) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 23 years of experience in the finance industry.
Aaron Morris (CRD# 5505406) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 12 years of experience in the finance industry.
Millu Ramirez (CRD# 6178879) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 10 years of experience in the finance industry.
Jamie Rugg (CRD# 6712313) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 7 years of experience in the finance industry.
Jonathan Rugg (CRD# 5892886) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has 1 year of experience in the finance industry.
Lisa Sternberg (CRD# 1998793) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 7 years of experience in the finance industry.
Lionel Tapiero (CRD# 6244567) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 10 years of experience in the finance industry.
David Yoshioka (CRD# 4537826) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 22 years of experience in the finance industry.