Oberstein Wealth Management , Inc.
Oberstein Wealth Management , Inc. (CRD# 133462) is a financial advisory firm headquartered in Encino, CA. They manage $4,884,296 in 46 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts46ACCOUNTS
Average Account Value$106,180
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)