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Hilary Nmn Satz

AVITAS WEALTH MANAGEMENT, LLC·LOS ANGELES, California
Unclaimed Profile
1901 AVENUE OF THE STARS, LOS ANGELES, CA 90067CRD# 6887243Firm CRD# 291155
01

About

Hilary Nmn Satz is a registered financial advisor based in LOS ANGELES, California, affiliated with AVITAS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
AVITAS WEALTH MANAGEMENT, LLC
AVITAS WEALTH MANAGEMENT, LLC
AUM
$996M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at AVITAS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6887243
Firm CRD# 291155
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Hilary Nmn Satz offer?
Hilary Nmn Satz specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.
What are Hilary Nmn Satz's credentials?
Hilary Nmn Satz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hilary Nmn Satz located?
Hilary Nmn Satz is based in LOS ANGELES, California, working with AVITAS WEALTH MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Hilary Nmn Satz charge for services?
Hilary Nmn Satz'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 AVITAS WEALTH MANAGEMENT, LLC?
AVITAS WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $996M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AVITAS WEALTH MANAGEMENT, LLC

Ruth Anne Jones
LOS ANGELES, CA
Daniel Colton Gerst
LOS ANGELES, CA
Elizabeth Mary Evans
LOS ANGELES, CA

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Research
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