Willner & Heller LLC
Willner & Heller LLC (CRD# 135406) is a financial advisory firm headquartered in Encino, CA. They manage $136,862,876 in 385 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management137MILLION
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Total Number of Accounts385ACCOUNTS
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Average Account Value$355,488
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Willner & Heller LLC
1
Matthew Heller (CRD# 2204090) is an Investment Advisor Representative working at Willner & Heller LLC in Encino, CA and has over 32 years of experience in the finance industry.
2
Kenneth Willner (CRD# 5020142) is an Investment Advisor Representative working at Willner & Heller LLC in Encino, CA and has over 7 years of experience in the finance industry.
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