Unclaimed Profile

Lindsay Shrier Bourkoff

SHRIER WEALTH MANAGEMENT, LLC·LOS ANGELES, California

Clean recordSHRIER WEALTH MANAGEMENT, LLC

1925 CENTURY PARK EAST, LOS ANGELES, CA 90067CRD# 4711297Firm CRD# 332673

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lindsay Shrier Bourkoff · LOS ANGELES, CA

Registration

CRD #4711297 · SHRIER WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lindsay Shrier Bourkoff is a registered financial advisor based in LOS ANGELES, California, affiliated with SHRIER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Lindsay

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lindsay is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SHRIER WEALTH MANAGEMENT, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at SHRIER WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4711297

Firm CRD# 332673

View on FINRA BrokerCheck →

Looking for a financial advisor in LOS ANGELES?

Browse all registered financial advisors in LOS ANGELES, California or claim this profile if it's yours.

Browse LOS ANGELES Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Lindsay Shrier Bourkoff offer?

Lindsay Shrier Bourkoff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Lindsay Shrier Bourkoff's credentials?

Lindsay Shrier Bourkoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lindsay Shrier Bourkoff located?

Lindsay Shrier Bourkoff is based in LOS ANGELES, California, working with SHRIER WEALTH MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Lindsay Shrier Bourkoff charge for services?

Lindsay Shrier Bourkoff's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHRIER WEALTH MANAGEMENT, LLC?

SHRIER WEALTH MANAGEMENT, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →