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David Isaac Wolmer

LEVINE LEICHTMAN CAPITAL PARTNERS, LLC·BEVERLY HILLS, California
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345 N. MAPLE DRIVE, BEVERLY HILLS, CA 90210-5183CRD# 6470560Firm CRD# 140980
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About

David Isaac Wolmer is a registered financial advisor based in BEVERLY HILLS, California, affiliated with LEVINE LEICHTMAN CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC
AUM
$9.6B
Regulatory assets under management
Employees
65
Total firm employees
View all advisors at LEVINE LEICHTMAN CAPITAL PARTNERS, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6470560
Firm CRD# 140980
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Isaac Wolmer offer?
David Isaac Wolmer specializes in Retirement Planning. Contact their office in BEVERLY HILLS, California for a consultation.
What are David Isaac Wolmer's credentials?
David Isaac Wolmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Isaac Wolmer located?
David Isaac Wolmer is based in BEVERLY HILLS, California, working with LEVINE LEICHTMAN CAPITAL PARTNERS, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does David Isaac Wolmer charge for services?
David Isaac Wolmer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEVINE LEICHTMAN CAPITAL PARTNERS, LLC?
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC has approximately 65 employees and manages $9.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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