Manhattan West Asset Management, LLC

Manhattan West Asset Management, LLC (CRD# 283630) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $202,069,030 in 300 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $673,563
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
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, NH

Financial Advisors at Manhattan West Asset Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Kate E. Kurz
CRD#: 4594608
1230 Rosecrans Avenue, Suite 540, Manhattan Beach, CA 90266
93
Wealthminder
score

Kate Kurz (CRD# 4594608) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Manhattan Beach, CA and has over 15 years of experience in the finance industry.

2
Justin A. McCurdy
CRD#: 6227849
1230 Rosecrans Avenue, Suite 540, Manhattan Beach, CA 90266
90
Wealthminder
score

Justin McCurdy (CRD# 6227849) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Manhattan Beach, CA and has over 4 years of experience in the finance industry.

3
Sofia R. Azizi
CRD#: 6496026
1230 Rosecrans Avenue, Suite 540, Manhattan Beach, CA 90266
89
Wealthminder
score

Sofia Azizi (CRD# 6496026) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Manhattan Beach, CA and has over 2 years of experience in the finance industry.

4
Eric C. Briggs
CRD#: 4902232
1230 Rosecrans Avenue, Suite 540, Manhattan Beach, CA 90266
88
Wealthminder
score

Eric Briggs (CRD# 4902232) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Manhattan Beach, CA and has over 2 years of experience in the finance industry.

5
Angelica M. Spielman
CRD#: 6660213
1230 Rosecrans Avenue, Suite 540, Manhattan Beach, CA 90266
88
Wealthminder
score

Angelica Spielman (CRD# 6660213) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Manhattan Beach, CA and has over 2 years of experience in the finance industry.

6
Kelley M. Stanske
CRD#: 6601463
1230 Rosecrans Avenue, Suite 540, Manhattan Beach, CA 90266
88
Wealthminder
score

Kelley Stanske (CRD# 6601463) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Manhattan Beach, CA and has over 2 years of experience in the finance industry.

7
Lorenzo D. Esparza
CRD#: 5387378
1230 Rosecrans Avenue, Suite 540, Manhattan Beach, CA 90266
83
Wealthminder
score

Lorenzo Esparza (CRD# 5387378) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Manhattan Beach, CA and has over 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.