Advisers in Hermosa Beach, CA

6 advisers in Hermosa Beach — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)% of assets managed (5)

All advisers

Axis Capital Management, LLC2447 Pacific Coast Highway, 2nd Floor · Hermosa Beach, CA 90254 · (805) 750-3144 · Financial planningCRD 317959 · Hourly charges, Fixed fees · $15.8 million AUMState registeredNo commissions reported Cove Street Capital, LLC205 Pier Avenue, Suite 101 · Hermosa Beach, CA 90245 · (424) 221-5897 · % of assets managedCRD 156260 · % of assets, Performance-based fees · $93.8 million AUMSEC registeredNo commissions reported Hermosa Wealth Management2447 Pacific Coast Highway, 2nd Floor · Hermosa Beach, CA 90254 · (310) 870-8400 · Financial planningCRD 310771 · % of assets, Hourly charges · $28.9 million AUMState registeredNo commissions reported Kmt Wealth Management, LLC2447 Pacific Coast Hwy, 2nd Floor · Hermosa Beach, CA 90254 · (213) 600-6741 · % of assets managedCRD 328911 · % of assets · $222.4 million AUMSEC registeredNo commissions reported Munifi, LLC555 Pier Avenue, Suite C · Hermosa Beach, CA 90254 · (310) 729-3421 · % of assets managedCRD 331613 · % of assets · $197,892 AUMSEC registeredNo commissions reported Northwoods Financial Partners LLC2447 Pacific Coast Highway, 2nd Floor · Hermosa Beach, CA 90254 · (310) 701-1030 · Financial planningCRD 332747 · % of assets, Fixed fees · $705,000 AUMState registeredNo commissions reported

Talking to advisers in Hermosa Beach? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.