The Investment House LLC

The Investment House LLC (CRD# 163493) is a financial advisory firm headquartered in Los Angeles, CA. They manage $604,646,000 in 368 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    605
    MILLION
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $1,643,060
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
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, IL, LA, NY, PA, WA

Financial Advisors at The Investment House LLC
Showing 1 - 7 of 7 top financial advisors.
1
Steven P. Steinberg
CRD#: 2587259
650 Lighthouse Avenue, Suite 220, Pacific Grove, CA 93950
93
Wealthminder
score

Steven Steinberg (CRD# 2587259) is an Investment Advisor Representative working at The Investment House LLC in Pacific Grove, CA and has over 21 years of experience in the finance industry.

2
Timothy J. Wahl
CRD#: 2326669
11100 Santa Monica Blvd, Suite 270, Los Angeles, CA 90025
93
Wealthminder
score

Timothy Wahl (CRD# 2326669) is an Investment Advisor Representative working at The Investment House LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.

3
James M. Eustice
CRD#: 6424140
11100 Santa Monica Blvd, Suite 270, Los Angeles, CA 90025
88
Wealthminder
score

James Eustice (CRD# 6424140) is an Investment Advisor Representative working at The Investment House LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

4
Jed M. Cohen
CRD#: 49964
11100 Santa Monica Blvd, Suite 270, Los Angeles, CA 90025
83
Wealthminder
score

Jed Cohen (CRD# 49964) is an Investment Advisor Representative working at The Investment House LLC in Los Angeles, CA and has over 37 years of experience in the finance industry.

5
Wayne S. Woodman
CRD#: 1019889
Allentown, PA
83
Wealthminder
score

Wayne Woodman (CRD# 1019889) is an Investment Advisor Representative working at The Investment House LLC in Allentown, PA and has over 32 years of experience in the finance industry.

6
David L. Kahn
CRD#: 1242008
11100 Santa Monica Blvd, Suite 270, Los Angeles, CA 90025
76
Wealthminder
score

David Kahn (CRD# 1242008) is an Investment Advisor Representative working at The Investment House LLC in Los Angeles, CA and has over 21 years of experience in the finance industry. David Kahn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Peter R. Gardiner
CRD#: 1297370
11100 Santa Monica Blvd, Suite 270, Los Angeles, CA 90025
53
Wealthminder
score

Peter Gardiner (CRD# 1297370) is an Investment Advisor Representative working at The Investment House LLC in Los Angeles, CA and has over 22 years of experience in the finance industry.

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