Santa Monica Wealth Management, LLC

Santa Monica Wealth Management, LLC (CRD# 298174) is a financial advisory firm headquartered in , . They manage $14,764,456 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.santamonicawealth.com/
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $259,026
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Santa Monica Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sam Ghaly, financial advisor Houston TX
Sam F. Ghaly
CRD#: 5782637
2100 W. Loop S., Suite 800, Houston, TX 77027

Sam Ghaly (CRD# 5782637) is an Investment Advisor Representative working at Santa Monica Wealth Management, LLC in Houston, TX and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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