Winer Wealth Management, Inc.
Winer Wealth Management, Inc. (CRD# 128317) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $14,060,602 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Winer Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management14MILLION
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$281,212
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Winer Wealth Management, Inc.
No Advisor Found.
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