Woloz & Associates
Woloz & Associates (CRD# 137305) is a financial advisory firm headquartered in Los Angeles, CA. They manage $52,913,000 in 169 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management53MILLION
Total Number of Accounts169ACCOUNTS
Average Account Value$313,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Melanie Woloz (CRD# 715601) is an Investment Advisor Representative working at Woloz & Associates in Los Angeles, CA and has over 21 years of experience in the finance industry. Melanie Woloz 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.