Fee-OnlyFinder

Advisers in Studio City, CA

2 advisers in Studio City — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Acap Asset Management, INC.12031 Ventura Blvd, Suite 1 · Studio City, CA 91604 · (818) 272-8511 · Financial planningCRD 149452 · % of assets, Hourly charges, Fixed fees · $255.0 million AUMSEC registeredNo commissions reportedPrism Advisors, INC.4361 Tujunga Avenue, Suite a · Studio City, CA 91604 · (818) 760-3333 · Financial planningCRD 286474 · % of assets, Hourly charges, Fixed fees · $515.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Studio City? 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.