Fee-OnlyFinder

% of assets managed in Hermosa Beach, CA

5 advisers in Hermosa Beach offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 5

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 reportedHermosa 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 reportedKmt 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 reportedMunifi, LLC555 Pier Avenue, Suite C · Hermosa Beach, CA 90254 · (310) 729-3421 · % of assets managedCRD 331613 · % of assets · $197,892 AUMSEC registeredNo commissions reportedNorthwoods 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