Woloz & Associates
Woloz & Associates (CRD# 137305) is a financial advisory firm headquartered in Los Angeles, CA. They manage $58,914,000 in 189 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management59MILLION
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Total Number of Accounts189ACCOUNTS
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Average Account Value$311,714
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Woloz & Associates
No Advisor Found.
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