Willner & Heller LLC

Willner & Heller LLC (CRD# 135406) is a financial advisory firm headquartered in Encino, CA. They manage $100,105,000 in 210 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $476,690
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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

Financial Advisors at Willner & Heller LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew D. Heller
CRD#: 2204090
15760 Ventura Blvd, Suite 2026, Encino, CA 91436
93
Wealthminder
score

Matthew Heller (CRD# 2204090) is an Investment Advisor Representative working at Willner & Heller LLC in Encino, CA and has over 26 years of experience in the finance industry.

2
Kenneth L. Willner
CRD#: 5020142
15760 Ventura Blvd, Suite 2026, Encino, CA 91436
88
Wealthminder
score

Kenneth Willner (CRD# 5020142) is an Investment Advisor Representative working at Willner & Heller LLC in Encino, CA and has 1 year of experience in the finance industry.

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