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Kenneth Lee Willner

WILLNER & HELLER LLC·ENCINO, California
Unclaimed Profile
15760 VENTURA BLVD, ENCINO, CA 91436CRD# 5020142Firm CRD# 135406
01

About

Kenneth Lee Willner is a registered financial advisor based in ENCINO, California, affiliated with WILLNER & HELLER LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WILLNER & HELLER LLC
WILLNER & HELLER LLC
AUM
$137M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WILLNER & HELLER LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5020142
Firm CRD# 135406
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kenneth Lee Willner offer?
Kenneth Lee Willner specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ENCINO, California for a consultation.
What are Kenneth Lee Willner's credentials?
Kenneth Lee Willner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Lee Willner located?
Kenneth Lee Willner is based in ENCINO, California, working with WILLNER & HELLER LLC. Their office serves clients in the ENCINO metropolitan area and surrounding communities.
How does Kenneth Lee Willner charge for services?
Kenneth Lee Willner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLNER & HELLER LLC?
WILLNER & HELLER LLC has approximately 3 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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