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Advisers in Rolling Hills Estates, CA

5 advisers in Rolling Hills Estates — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Afzali Investments, LLC609 Deep Valley Drive, Suite 200 · Rolling Hills Estates, CA 90274 · (310) 896-2317 · % of assets managedCRD 305104 · % of assets, Performance-based fees · $7.8 million AUMState registeredNo commissions reportedDarrell Capital Management, LLC609 Deep Valley Drive, Suite 200 · Rolling Hills Estates, CA 90274 · (310) 745-2381 · Financial planningCRD 310324 · % of assets, Hourly charges, Fixed fees · $100.1 million AUMState registeredNo commissions reportedKeymark Financial500 Silver Spur, Suite 203 · Rolling Hills Estates, CA 90275 · (310) 750-6248 · Financial planningCRD 288302 · % of assets, Hourly charges, Fixed fees · $40.5 million AUMState registeredNo commissions reportedPortage Capital Management LLC655 Deep Valley Drive, Suite 125-P · Rolling Hills Estates, CA 90274 · (310) 853-4673 · % of assets managedCRD 299015 · % of assets, Performance-based fees · $26.7 million AUMState registeredNo commissions reportedSouthern California Wealth Management Associates655 Deep Valley Dr., Suite 125b · Rolling Hills Estates, CA 90274 · (818) 469-3521 · % of assets managedCRD 332016 · % of assets · $34.0 million AUMState registeredNo commissions reported
Talking to advisers in Rolling Hills Estates? 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.