Manhattan West Asset Management, LLC
Manhattan West Asset Management, LLC (CRD# 283630) is a financial advisory firm headquartered in Los Angeles, CA. They manage $737,222,535 in 624 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management737MILLION
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Total Number of Accounts624ACCOUNTS
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Average Account Value$1,181,446
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, NV, NY
Lorenzo Esparza (CRD# 5387378) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.
Kate Kurz (CRD# 4594608) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Los Angeles, CA and has over 21 years of experience in the finance industry.
Justin McCurdy (CRD# 6227849) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.
Tyler Robuck (CRD# 5766725) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Los Angeles, CA and has over 14 years of experience in the finance industry.
Francois Schramek is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Los Angeles, CA and has 6 years of experience in the finance industry.
Angelica Spielman (CRD# 6660213) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.
Robert Wussler (CRD# 7246285) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Los Angeles, CA and has over 4 years of experience in the finance industry.